Financial Planning Services
Plan for the Road Ahead

Whether you're planning for retirement, saving for college, or considering investing, you can turn to Health Associates Federal Credit Union to be your full-service financial planning partners. We can help get you started on the right track and keep your investments growing.

 

We offer:

• Retirement Planning
• 401(k) Rollovers
• 401(k) and 403(b) Check Ups
• College Planning

Save for Retirement
More than ever, retirement planning is a crucial step toward establishing a secure income in your golden years. Your investment representative can help with a range of savings and investment plans that include traditional, rollover, SEP, and Roth IRAs. A selection of fixed and variable annuities can help you decide how you manage your estate.

 

Informed Investments
Whether you're a veteran investor or an absolute beginner, our expert team of investment representatives can give you valuable advice about stocks, bonds, mutual funds, annuities, and insurance products.

 

Business Funding Options
Meet with us to explore all your options small business financing, funding and small business loans. We offer a full range of lending services and products that may maximize your business growth potential. We offer unsecured funding as well from some the leading service providers including MSG Group, 1st Global Capital, and Elite Merchant Funding. Stop by one of our locations and find out how we can help you grow your business today!

 

College Savings Options
Meet with us to explore all your options for college savings. We offer a full range of investment services and products that may maximize your earning power including Coverdell Education Savings Accounts and 529 savings plans.

 

Lucrative Learning
Wescom Financial Services offers complimentary seminars that all Health Associates FCU members may attend. Presented by our Investment Representatives, these seminars offer timely information that you need to make important life decisions.

 

We're here for you
We can help you prepare for your most exciting journey-your future. Start planning today. Call us at 1-877-801-8986, or visit your nearby branch to schedule a no-obligation consultation.

 

Investment products and services are offered through Wescom Financial Services, LLC (WFS), a Registered Investment Advisor, broker-dealer, and a wholly owned subsidiary of Wescom Credit Union. Registered Representatives are employed and registered through WFS (Member FINRA/SIPC).

 

Investments are not NCUA/NCUSIF insured, are not Credit Union guaranteed, and may lose value.