Credential Financial Strategies Inc.

Insurance

Through our partnership with Credential Financial Strategies Inc., we provide access to a full line of insurance products. Credential Financial Strategies can help you choose the right insurance to protect you and your loved ones from financial hardship.

Credential Financial Strategies offers:

  • Life Insurance
  • Disability Insurance
  • Business Insurance
  • Critical Illness Insurance
  • Income Replacement Insurance
  • Health and Dental Plans

Financial Planning Services

LeRoy Credit Union partners with Credential Financial Strategies Inc. to provide the services of a Certified Financial Planning professional to our members. A six-step financial planning process is used:

  1. Determine individual’s goals and objectives
  2. Gather, process, and analyze the individual’s relevant information
  3. Develop a comprehensive financial plan
  4. Present the plan, letter of recommendations and alternate solutions
  5. Implement the agreed upon solutions
  6. Monitor the plan on an on-going basis

To help you achieve your life goals, the comprehensive financial planning process includes the following areas:

– Farm Succession planning
– Business Succession planning
– Investment planning
– Tax planning
– Education planning
– Debt management
– Retirement planning
– Insurance planning
– Will & Estate planning

For more information or to book an appointment with our Credential Team, please contact us.

*Credential Financial Strategies Inc. is a member company under Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities.