FINANCIAL PLANNING

Financial Education

Financial Education

Investing With Confidence

Many investors do not know how to select their investments to match their personal tolerance for the ups and downs of the markets.  It is important to choose investments that will allow you to be confident that you are achieving your financial goals while still being able to sleep at night.  Now we have a financial tool that will help you get your investments to match your personality.  Using state of the art behavioral finance, and by asking just a few questions, we can determine on a scale from 1 (ultra conservative) to 100 (aggressive growth) what your portfolio should look like.  Just click on the link below to get started, and we will contact you with your results.

Portfolio Risk Analysis

 

Financial Planning Services for FJCU Members

We created a partnership to benefit members by having our financial planner available for consultation for simple or complex financial problems.  Our goal is to turn a “problem” into an opportunity!  Click on the link below to see how you can be helped by our financial planner in our Wayne office.

Services For FJCU Members

 

Investing for Income

The past several years have seen an unprecedented period of protracted low interest rates, hurting both savers and investors alike.  Find out how to invest for Income in a low interest rate environment

Investing Income

 

Tools and Calculators

Use these Financial Calculators and Tools to help you with important decisions in your financial life.  Pay down debt, pay off a mortgage, save for college or retirement and lots of other special situations.

Financial Tools

 

Choose A CFP® Financial Professional

Finding an advisor you can trust is the first step to achieving your financial goals.  Find out more about why you should consider a CERTIFIED FINANCIAL PLANNER™ professional to help you with your investing, planning, and insurance needs.

Our Financial Planner

Representatives are registered through, and securities are sold through Nationwide Planning Associates, Inc., Member FINRA / SIPC, located at 115 West Century Road, Suite 360, Paramus, NJ 07652, (877) 522-2104. Investment advisory services are offered through NPA Asset Management, LLC. Insurance sold through licensed NPA Insurance Agency, Inc. representatives. Non-deposit investment products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by the Broker/Dealer or Credit Union. Nationwide Planning Associates, Inc. is a registered Broker/Dealer and is under contract with the financial institution/representative to make securities and insurance products available to members/clients. All other services are independent of Nationwide Planning Associates, Inc. Representatives are NOT employees of the Credit Union.