Details for ALTRA FEDERAL CREDIT UNION - Ad from 2019-11-17

Inwhveeresytou belong You’ve got a goal. But do you have a plan? Altra Financial Advisors can help simplify financial and retirement planning so your retirement isn’t an ending, but a new beginning. 401(K) ROLLOVER RETIREMENT INCOME PLANNING WEALTH PRESERVATION INVESTMENT MANAGEMENT INSURANCE OPTIONS Contact us for a no-cost, no-obligation consultation 608.519.8191 • 800.755.0055 Located at Altra Federal Credit Union 2715 Losey Blvd. S., La Crosse (Clockwise from left): Sue Breyer, CRPC® V.P. Wealth Management; Megan Pence, Program Coordinator; Sheila Peterson, Senior Program Coordinator; Brent Wohlers, Financial Advisor. Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/ SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-2706425.1-0819-0921

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