Not sure where to start? Here is a good choice.

 

In or nearing retirement, everyone should begin to look closely at their funds. If you have IRA’s, 401(k)’s and pension plans scattered all over, you may want consider consolidating your accounts.* At University Credit Union our CFS** Financial Advisor, Al Durazo, can help you, he is here to answer your rollover questions and find ways to:

  • Potentially save money on annual fees
  • Create opportunities to allocate, diversify, and rebalance in one portfolio
  • Offer valuable estate planning features
  • Simplify required minimum distributions
  • Provide access to one easy consolidated statement

If you would like to learn more about Al Durazo, feel free to contact him at 800-UCU-4510 x2309 or email him at al.durazo@cusonet.com to schedule an appointment.

 

Al Durazo  is securities licensed in California and holds a California Insurance license #0H23063.

 

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Member Testimonial

"Creating this Trust has been one of my accomplishments for this year, and I feel really good about having these protections set up."

- Cathy B.