Plan for the Road Ahead
Whether you’re planning for retirement, saving for college, or considering investing, you can turn to Foothill Federal Credit Union to be your full-service financial planning partners. We can help get you started on the right track and keep your investments growing. We offer:
- Retirement Planning
- 401(k) Rollovers
- 401(k) and 403(b) Check Ups
- College Planning
- Managed Accounts
Save for Retirement
More than ever, retirement planning is a crucial step toward establishing a secure income in your golden years. Your investment representative can help with a range of savings and investment plans that include traditional, rollover, SEP, and Roth IRAs. A selection of fixed and variable annuities can help you decide how you manage your estate.
Informed Investments
Whether you’re a veteran investor or an absolute beginner, our expert team of investment representatives can give you valuable advice about stocks, bonds, mutual funds, annuities, and insurance products.
College Savings Options
Meet with us to explore all your options for college savings. We offer a full range of investment services and products that may maximize your earning power including Coverdell Education Savings Accounts and 529 savings plans.
Lucrative Learning
Wescom Financial Services offers complimentary seminars that all Foothill members may attend. Presented by our Investment Representatives Joel Harworth, these seminars offer timely information that you need to make important life decisions.
We’re here for you
We can help you prepare for your most exciting journey—your future. Start planning today. Call our Financial Advisor, Joel Harworth at 1-866-614-6186, or visit your nearby branch to schedule a no-obligation consultation.
Investment products and services offered through Wescom Financial Services, LLC (WFS), a Registered Investment Advisor, broker-dealer, and a wholly owned subsidiary of Wescom Holdings, LLC, which is a wholly owned subsidiary of Wescom Credit Union. Registered Representatives are employed by and registered through WFS (Member FINRA/SIPC).
Investments are not NCUA/NCUSIF insured, not Credit Union guaranteed, and may lose value.
