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PERSONAL
FINANCIAL PLANNING
We are pleased to announce a service many of you have been requesting--Personal
Investment Planning at Winslow Community FCU! The Financial Planner,
who will be working directly with you, is Steve Gilman. Steve has
an extensive background in business and financial matters and believes
that his success is measured best by the success of his clients
and their families.
Steve represents Northeast Planning Associates. Beyond his investment
planning services, which include over 13,000 mutual funds, Steve
can also provide products from some of the country's leading insurance
carriers such as variable life insurance and annuities, term insurance,
health insurance, and long-term care insurance.
Protect Your Future...
...With Someone You Trust
When our members asked for financial planning services, we listened.
Come, meet Steve Gilman, and let him help you plan your financial
future. Let Steve help you with:
- Retirement Income Planning
- 401(k) Allocation Advice
- Educational Funding
- Personal Investment Strategies
- Debt Management
- Medicaid Planning/Wealth Transfer
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