It takes a lot of hard work and discipline to enjoy the leisurely life.

 

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, David Elster, can help you.

David 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
  • Assist with retirement planning using Fixed, Variable, and Index Annuities
  • Simplify required minimum distributions
  • Provide access to one easy consolidated statement

To learn more about creating a financial P.L.A.N., contact David Elster today to schedule a free, no-obligation appointment.  If you would like to learn more about David Elster, feel free to contact him at 858-805-7949 or email him at delster@cusonet.com to schedule an appointment.
 

David Elster is securities licensed in California and holds a California Insurance license #0H84747.

 

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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.