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Retirement Planning

The financial advisors of McGarry Retirement Advisory Group have partnered with Ascent Credit Union to offer investment and retirement planning services.

ACU has seen the need to offer our members the chance to do retirement planning with an experienced and trusted advisor.

  • What kind of services are offered?
    • Build & monitor a “Personalized Family Plan”
      • Retirement income planning
      • Social security planning
      • Survivor income planning
      • Long-term care planning
    • Investment management
    • Estate and beneficiary review
    • Local business retirement plans
    Medicare Planning:

    We’ve partnered with Retirement Healthcare Solutions LLC to offer our members an array of financial planning services including, Medicare planning. An Independent Agent with Retirement Healthcare Solutions will help you make informed Medicare decisions and get properly enrolled.

    In a brief, no cost one-on-one Medicare meeting at our credit union you will have the opportunity to:

    • Meet with Justin Wight, principal agent at Retirement Healthcare Solutions LLC
    • Receive simplified education on what Medicare part A and B is and how it will affect you
    • Know which Medicare health plans and drug plans are available to you
    • Understand when the best time will be to get enrolled in Medicare and its associated plans and how to do that

    For more immediate assistance or questions regarding Medicare please call  Justin Wight at 801-721-9806.

     

  • Who can use these services?

    Any ACU member has access to these services, but they are best utilized by members that are:

    • Going to retire soon
    • Want to meet with a retirement planner
    • Already retired and need a second opinion on your retirement plan
    • Want to put long-term money into investments
    • Or interest in determining what to do with your retirement savings from a former employer’s plan

Highlights

How It Helps You

How It Works

Save Money  Saves Money

You can meet with a trusted advisor for a complimentary review

Convenience  Convenient

The advisor will meet with you at any ACU branch

Peace of Mind  Peace of Mind

The advisor will help to provide you with a personalized retirement plan that can be easily tracked and reviewed by a professional throughout your retirement

McGarry Retirement Advisory Group can meet with you personally at any ACU branch. Meetings are by appointment only. Fill out the form below to request an appointment.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC and are not deposits, not insured by NCUA or any other government agency, not guaranteed by the credit union, and are subject to risk and may lose value. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Ascent Credit Union, Retirement Healthcare Solutions LLC and McGarry Retirement Advisory Group are not registered broker/dealers and are independent of Raymond James Financial Services, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned above are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Check the background of your financial professional on FINRA’s BrokerCheck

Privacy Notice

 

 

              

 

Retirement Healthcare Solutions LLC can meet with you personally at any ACU branch. Meetings are by appointment only. Fill out the form below to request an appointment.

Even More To Love

Check out these other great products and services from ACU!

IRA CDs

Earn guaranteed returns on your investments.

VIP CLUB

Want to earn even better rates? Check out how to become a member of our VIP Club.

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