4Points Planning - Retirement and Investments
The life you enjoy today—and the experiences you desire tomorrow—depend on the financial course you are currently following. America's Credit Union is excited to partner with 4Points Planning to help you reach your financial goals. 4Points advisor Scott McKay helps ACU members define financial success and a meaningful retirement, and then determines the specific direction that works towards their vision.
The name 4Points reflects the four facets of your financial life:
- Point 1: Retirement Planning - planning and strategic oversight throughout retirement
- Point 2: Protection Strategies - look out for your family's well-being in the event of an untimely death or loss of income
- Point 3: Investment Management - goals based and tax aware strategies for your investment portfolio
- Point 4: Legacy Planning - protect your estate and pass inheritance according to your values