Invest & Plan

You work hard to earn a living and provide for you and your family. For many, retirement is a journey into a new stage of life. Whether your dream is to take it easy, travel, or start a new career, make sure you are prepared for what can be the most enjoyable part of life.

As a First Central Credit Union member, you can receive a free review of your retirement investments and other assets through our alliance with the investment professionals at Cambridge Investment Research, Inc. and ClearVista Financial. Our advisor understands State benefit and retirement programs and can help you navigate the best course for your retirement. All consultations are free and have no obligation.

Our goal at First Central is helping you reach your financial goals and enjoying the rewards of your hard work along the way. Our members have access to an array of selected investment services and insurance products.

Summary

The selection of services available include:

  • Stocks & Bonds
  • Mutual Funds
  • Alternatives to Traditional CDs
  • Annuities: Fixed & Variable
  • Rollovers: 401(k), 403(b) and 457 Pension Plans
  • Retirement Planning
  • Life Insurance
  • Social Security Planning
  • IRAs: Roth and Traditional
  • 529 College Savings Plans
  • Managed Brokerage Services (Advisory Fees may apply)

All consultations are free. Call 800-491-4508 or email: mtrice@clearvistafinancial.com