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Summer 2024 Newsletter

The Summer 2024 edition of our newsletter is now available online.  Read about the latest promotions, updates, and insights.  Click here.

Plan

Investments

Plan for your future.

Investing can be more complicated because many investment options offer higher yields but also higher risks. We encourage our members to periodically revisit their financial goals with an investment professional.  Our partners at 4Point Planning are experts in planning and implementing an investment strategy that fits with your goals.  Need help with the following? 

  • Retirement Planning
  • Protection Strategies
  • Investment Management
  • Legacy Planning

Get Started Today

Retirement and Financial Planning

Contact 4Points Planning for a free consultation meeting with no commitment.

Not ready for an appointment? Questions are always welcome!

Scott McKay, CFP®, ChFEBC™ Certified Financial Planner

4Points Planning
10501 North Central Expressway Suite 300
Dallas, TX 75231

smckay@4pointsplanning.com

(214) 390-9505

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. America's Credit Union is not endorsing or guaranteeing the products, information or recommendations provided. Not insured by NCUA.

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