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A Better Way to Bank
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Credential
Financial
Strategies Inc.
Personal Consultation
 As
a Shaunavon Credit Union member you are encouraged to take advantage of professional
financial guidance available at Credential® Financial Strategies.
You will receive personal consultation and guidance on your financial
needs at no cost to you. You work together with your Credential Financial
Strategies representative to analyze your own financial and insurance situation,
determine your goals, discuss your options and identify opportunities.
Managing your finances properly is so important. Your Credential representatives
are
pleased to assist by offering the following services:
- Farm Estate Planning
- Succession Farming/Intergenerational Transfers
- Insurance Planning
Credential Financial Services offers you the opportunity to put and keep
your "financial
house" in order. You can create your own personal financial strategy with
the guidance of qualified professionals who will help turn your ideas of financial
security into financial reality for you and your family.
To learn more about how Credential Financial Strategies can help you,
simply
contact
the Credential Financial Strategies office at 1-800-213-4281.
A
representative will be happy to work with you to design a financial plan that
will meet your needs and goals.
Credential Financial Strategies Inc. is a member company under Credential Financial
Inc., offering financial planning, life insurance and investments to members
of credit unions and their communities. ®Credential is a registered mark
owned by Credential Financial Inc. and is used under licence. |
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