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:
For more information or to set up an appointment, call or email Scott:
Scott W. McKay, CFP®, ChFEBC™
CERTIFIED FINANCIAL PLANNER
214-390-9505
smckay@4pointsplanning.com
Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc. 4Points Planning and Securities America are not affiliated. Insurance products issued through many fine carriers. Securities America and its representatives do not provide tax or legal advice, therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. GOFCU is not endorsing or guaranteeing the products, information or recommendations provided. Not insured by NCUA.
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Manage your money more effectively (and reduce your financial stress) with our free personal financial management tool inside ACU online banking.
1. To begin, login to ACU online banking
2. Click on Account Information
3. Choose the Finances tab
4. Select Goals on the menu bar
5. Follow the simple steps to create your goal.
