Financial Advising Services with Money Concepts

 

 

For the betterment of our members, Century Federal has engaged the services of one of the country’s foremost authorities in financial planning–Money Concepts. Along with Century Federal, Money Concepts’ Financial Advisors are dedicated to understanding your goals today as well as down the road. Your professionally tailored financial plan could help you earn more, achieve your goals, preserve your assets and enjoy life with less financial worry.

 

Upcoming Financial Planning Seminar Events

Century Federal will be hosting four FREE Financial Planning Educational Seminars at the Wade Park VA Medical Center as well as the NASA Glenn campus. Each event will feature our Money Concepts financial advisor team as well as guest speaker and author, Ben Pahl. Each session will be approximately one hour with 45 minutes of educational lecture and 15 minutes at the end for Q&A from attendees.

So if you are wondering if you are saving enough? Or maybe if you are choosing the right investments? We encourage you to attend and learn strategies for managing your current assets as well for actively planning for your retirement. Simply register below at the remaining open sessions and we will be sure to hold a seat for you. But don’t delay, time is running out.

Session Details

DATES/TIMES/LOCATIONS:

Wade Park VA Medical Center
Lunch will be provided
Recreation Hall (1-D70)

  • Wednesday, May 10, 11:00am – 12:00pm
  • Wednesday, May 10, 12:30pm – 1:30pm

 

NASA Glenn (Must be a NASA employee to attend)
Briefing Center Auditorium, Building 8
Lunch will be provided

  • Thursday, May 11 - 11:00am
  • Thursday, May 11 - 12:30pm

Register now:

 

 

The Money Concepts Financial Advisors follow a six-step process help to assist you through the process of defining, establishing and ultimately achieving your financial goals.

  1. Establish a Relationship with a Financial Planning Professional - Meet with an experienced Financial Advisor to discuss wealth management services
  2. Gather Data and Develop Financial Goals - Gather necessary documents to help assess your current financial situation. Personal and financial goals, including timeframes and comfort level when it comes to financial risks, will be discussed.
  3. Analyze and Evaluate Financial Status - Review all aspects of your situation and determine what you need to do to meet your goals. Your assets, liabilities and cash flow, current insurance coverage, investments, or tax strategies may be analyzed.
  4. Review Financial Advisor’s Recommendations - Review financial recommendation by Financial Advisor. Rationale will be provided to make informed decisions. Discuss any concerns and revise recommendations, if necessary.
  5. Development and Implementation of your Financial Plan - Discuss how the recommendations will be carried out. The Financial Advisor may carry out the recommendations or serve as your coach to coordinate the process with you.
  6. Annual Review - Determine who will monitor your plan, annually review, and adjust recommendations as your goals, timeframes, or circumstances change.

Financial Planning Services

Money Concepts Financial Advisors provide professional planning services and a wide variety of financial services that include:

Strategies for:

  • Portfolio/401(k) Evaluation
  • Investment Planning
  • Retirement Planning
  • College Funding
  • Insurance

Equity Investments:

  • Mutual Funds
  • Common Stock
  • Preferred Stock
  • Variable Annuities

Fixed Income Investments:

  • Municipal Bonds
  • Unit Investment Trusts
  • Government Securities
  • Corporate Bonds
  • Fixed Annuities

Insurance:

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

 

Schedule your complimentary discovery meeting today
You can request an appointment with one of our dedicated financial advisor by:

 

Meet our Dedicated Money Concepts Financial Advisor

Andrew L. Arehart
Financial Advisor
330-760-4623
aarehart@moneyconcepts.com
Learn More

 

All securities are managed through Money Concepts Capital Corporation, Member FINRA/SIPC, 11440 North Jog Road, Palm Beach Gardens, FL 33418, 561-472-2000. Money Concepts’ products and services are not obligations of the Credit Union and are not guaranteed by Century Federal. Products may involve investment risk, may lose value and are not federally insured by NCUA. Century Federal Credit Union is an independent firm not affiliated with Money Concepts Capital Corporation.

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