NWFR_flowchart_8.5x11

Page 1

...asks you... In Hawaii.

Where do you want to be in 20 years?

Sword fighting Bruce Willis* in my mansion.

In a comfortable place financially.

Are you there already?

Yes

Celebrate.

Yes

No

Awesome!

Do you need help with your 401(k)/IRA? No

Are you working on it?

What do you want to do during retirement?

Yes Travel the world.

Travel the world with Bruce Willis.*

No

Keep calm. To create a plan, ask an MSS about our BALANCE© resources!

Celebrate. Come in anyway, let’s talk about risk and returns! Start saving now. Come in to meet one of our Investment Consultants, and let us help you build your future. *We really like Bruce Willis... except for Linda. Never mind, you don’t know Linda.

www.nwcu.com (800) 452-9515

Brokerage and securities services provided by Cetera Advisor Networks, LLC, member FINRA/SIPC. Registered sales branch: 3660 Gateway Street, Springfield, OR 97477. Cetera is not affiliated with Northwest Community Credit Union or any of its subsidiaries. Investments are: Not NCUA/NCUIF Insured, No Credit Union Guarantee, May Lose Value, Not a Deposit, Not Insured by any Federal Government Agency.


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.