Credential® Financial Strategies

CU Financial Management is a personal financial planning program designed to help organize financial affairs and plan for the future.

Whether you are just starting out or have considerable assets, a financial plan can help you achieve and maintain financial strength. Consultation with a Financial Services Representative can help answer your financial questions, review your overall financial situation, determine goals, and develop investment strategies. There is no cost or obligation to meet with a representative. Invest 30 minutes of your time and we will give you a free, personalized financial plan to help you towards financial freedom.

Part of sound financial planning involves timely reviews of your progress. Your CU Financial Management representative can meet with you on a regular basis. It gives you confidence knowing you're headed in the right direction.

Some of the services offered are:

• Financial services
• Mortgage protection
• Retirement planning
• Survivor income needs
• Income protection
• Education
• Investment counselling

Please contact CU Financial Management for more information and start planning your future.

Telephone: (709) 739-1080

Disclaimers: CU Financial Management is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. Credential is a registered mark owned by Credential Financial Inc. and is used under licence.