Investments

Members of PeoplesChoice Credit Union have access to the wide array of the benefits that come with membership in our credit union. PeoplesChoice also creates wealth building partnerships with outside companies for areas outside our scope of expertise.


Plan Your Financial Future

Financial Planning helps provide confidence and direction to your financial decisions. To empower members pursuing their financial goals we have partnered with H.Beck, Inc. and their representative; Kelly Foss-Root of Measured Wealth Private Client Group, to offer a variety of investment and insurance products that complement those offered by the credit union. Our goal is to provide access to strong, competitive financial planning products and resources along with personalized services you can trust. Some of these financial options include:

  • Retirement Income Planning
  • Rollover options
  • Traditional and Roth IRAs
  • Assistance in the management of your current investments or provide a second opinion
  • Bonds
  • College Fund Planning
  • Small Business Planning
  • Estate Planning

 

Advice Guided by Local Experience
If you are just beginning your investment plans, or nearing retirement, let a Financial Advisors work with you to evaluate your financial needs, offer recommendations, and coordinate your investment and insurance choices tailored specifically to you. Call Kelly to schedule your no cost consultation at any PeoplesChoice location.

 

Kelly Foss-Root offers through IFS Securities, Member FINRA/MSRB/SIPC, 3414 Peachtree Road NE, Suite 1020, Atlanta, GA 30326, Phone: 404-382 5223. Investment Advisory services offered through Measured Wealth Private Client Group, LLC. Measured Wealth Private Client Group and IFS Securities, Inc. are not affiliated companies.  Kelly’s Direct Phone is 207-844-1479  email: kelly@measuredwealth.net

Measured Wealth Private Client Group and IFS Securities do not provide tax advice. Any discussion of taxes herein is for informational purposes. You should consult with an attorney or accountant concerning tax advice.  Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing.