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What Can a Financial Advisor Do For Me?


The Financial Advisor located at Sunmark can help you create and implement a customized financial plan.  When it comes to juggling multiple financial questions, a Financial Advisor can help set priorities and find ways to fund each savings goal.  Many members find themselves thinking about college savings for their kids while they are still paying off their own student loans, trying to build an emergency savings, contribute to retirement savings, and sometimes caring for aging parents all at the same time.  That’s a lot to take on and can be overwhelming.  

An Advisor can also add value when it comes to retirement income planning.  We begin by getting to know each member and their current financial situation.  We listen and set goals for after retirement life style including basic living expenses, travel, and inheritance, caring for aging parents, unexpected health events, and even the purchase of a retirement home.  We talk about members concerns about their money.  Then we perform a detailed analysis to determine how multiple sources of savings come together to provide income including social security, pension, 401K and other savings come together to fund living expenses and other goals.  There are so many methods to accomplish goals, we help put those pieces together. 

Bottom line.  A good financial advisor will assess your current situation and make recommendations on what you can do to improve it.  Additionally they will work with you to create a wholistic plan based on your individual circumstances and goals (ie- saving for a home, a child’s education, wealth accumulation, retirement planning).An advisor can offer uselful guidance as you make decisions in all areas of your financial life.


Sunmark Life Stage Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member  FINRA / SIPC , a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

© 2020 CUNA Mutual Group