Investment planning is the process of identifying your financial goals and building a plan. Retirement planning involves defining retirement income goals and what you need to achieve those goals.
Planning includes identifying income sources, sizing up expenses, implementing a savings program, and managing assets and risk. Both types of investment planning can be tedious and confusing. In fact, most people spend more time planning for a vacation than their financial goals. The credit union wants to help.
Price Perkins, LLC, works with your credit union to provide full-service comprehensive financial planning solutions for you. With their dedication and commitment to their clients’ financial needs, they build more than portfolios; they build relationships!
Price Perkins has been named a Five Star Wealth Manager twelve years in a row!
This rating/award was provided by Five Star Wealth Manager. There was no compensation in exchange for this rating/award.
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As a comprehensive wealth management firm, Price Perkins, LLC specializes in the following:
To schedule your complimentary consultation, contact a credit union representative at 804.266.0290 or fill out the form.
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Consider the investment objectives, risks, charges, expenses and tax implications associated with any security before investing. Additional information about municipal fund securities is available in the issuer’s official statements. The official statement should be read carefully before investing. Certain investments are accompanied by prospectus or other offering documents. These should also be read carefully before investing. This does not constitute an offer to buy or sell any security. Brokerage and Advisory services provided by Price Perkins through Prospera Financial Services, Inc., member FINRA/SIPC and not by Henrico Federal Credit Union. The member will be dealing solely with Price Perkins through Prospera Financial Services with respect to brokerage and advisory services. Accounts carried by Wells Fargo Clearing Service, LLC, member FINRA/SIPC. Securities are not NCUSIF Insured/Not NCUA or Credit Union Guaranteed/May Lose Value.
