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 when offering and selling securities products and services through CUNA Brokerage Services, Inc. (CBSI) or trust products and services through MEMBERS Trust Company (MTC). Representatives are registered, securities are sold, and investment advisory services are offered through CBSI, member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. These representatives may also be employees of Suncoast Schools Federal Credit Union (Credit Union) who accept deposits on behalf of the Credit Union. MTC and CBSI are each under separate contract with Credit Union to make securities and trust services available to members. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by Credit Union. CBSI is a registered broker-dealer in all fifty states of the United States of America.

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