Financial Planning
You have goals. We can help you get there.
We understand that not everyone has the same goals in mind. That is why we implement a custom and individualized approach to creating a financial plan that will help make your goals a reality.
In today’s market, a Financial Advisor can provide you insight and guidance based on an understanding of your unique situation. At Eglin Federal Credit Union our CFS Financial Advisor, Mark Kilbride, can offer a no-cost, no-obligation financial review utilizing financial planning software, available through CFS*.
During our meeting, we’ll go through these three steps:
1. Assess
Identify your unique goals and the financial resources (retirement savings and income) available to help you achieve them.
2. Strategize
Determine the appropriate financial tools/investments and risk/return ratio needed to help you achieve your retirement goals.
3. Implement
Put your personal retirement plan to work and monitor the progress toward your retirement goals – adjusting when the financial environment or your personal situation changes.
With this meeting, it is our goal to enhance your investment experience and better recommend strategies and solutions to help meet your long- and short-term financial objectives. Our CFS* Financial Advisor, Mark Kilbride can offer investment solutions to better serve your needs; ones that include diversification in accordance with your goals and objectives, active account management and account rebalancing where appropriate.
Completing your personal financial review together is a beneficial step toward identifying prudent investment solutions for your needs.
If you would like to learn more about our investment services, available through CFS*, feel free to contact us.