Financial Planning

Financial Planning – Helping You Reach Your Financial Goals

You may think that retirement planning, estate planning and investing are just for wealthy families. But the truth is, individuals and families of all income levels can and should take steps to plan for their financial future. As a member of Suncoast Schools Federal Credit Union, you have access to program that specializes in helping you make sound decisions consistent with your risk tolerance, investment time-lines and goals.

Build your base of insurance protection
Accumulate your retirement assets
Fund your children’s education
Manage your investments
Plan your retirement income and estate

We start with the Basic Financial Management Components:

  MANAGEMENT – The plans for maintaining and expanding your finances.

  ACCUMULATION – The strength and potential for increasing your assets.

  PROTECTION – The foundation supporting and preserving your finances.

The Process

Collect Information and Discuss Your Goals.
Our needs based approach means learning more about your financial needs, situation and goals. We gather information through face-to-face meetings, phone conversations and written communications with you.
Analyze and Make Recommendations.
We study the information carefully, evaluate different options and prepare recommendations based on the Information gathered.
Put Plan into Action.
Then, working closely together, you’ll have access to the information, products and services that will help achieve your goals. Any decisions you make and any actions you take are entirely up to you.
Conduct Periodic Reviews
People, personal circumstances and the economy change. Through periodic reviews we can make sure your plan keeps you on course to meet your financial needs and goals.

Your financial future is very important and our experienced and trusted advisors at Suncoast Trust and Investment Services are ready to work with you to assure you develop the right plan for you, contact us online for a complimentary consultation, contact a specific Financial Representative, or call 1-866-300-9382.

Suncoast Trust & Investment Services is a marketing name used by Suncoast Schools Federal Credit Union. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. Trust services sold through MEMBERS Trust Company, Office of Comptroller of Currency. Not NCUA/NCUSIF/FDIC Insured, No Financial Institution Guarantee, May Lose Value. Not a Deposit of Any Financial Institution. CBSI is a registered broker/dealer in all fifty states of the United States of America.