“I look forward to serving the retirement planning and wealth management needs of Launch Credit Union’s membership,” says Jim. “I can help members identify their major financial objectives or recommend options to help them achieve financial security–even provide an objective second opinion on their financial situation.”
Designed exclusively for credit union members and located at the credit union’s Merritt Island branch, the Launch Retirement and Investment Services program is a full-service financial advisory program providing retirement, insurance and investment services to individuals.
Products and services provided by the financial advisory program include; Retirement Planning, Wealth Management, Mutual Funds, Education Funding, 401(k)/Pension Rollovers, Life Insurance, Long-Term Care Insurance, as well as various other offerings designed around the needs of the credit union’s members.
The program works in cooperation with Launch CU and complements the wide range of products and services the credit union makes available to its members.
For more information, contact Launch Credit Union at 800-662-5257 or 321-455-9400. Or, you may contact Jim King at 321.456.5317 or firstname.lastname@example.org today for a no-cost, no-obligation appointment.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. No deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.
Launch Credit Union is a full service, community credit union, with sixteen branches, and is rated 5-Stars on Bauerfinancial.com. Membership is open to all who live, work, worship or attend school in one of the counties it serves. For more information on Launch Credit Union, please visit Launchcu.com or call (321) 455-9400.