Financial Planning

We understand that not everyone has the same goals in mind. That is why we implement a custom and individualized approach to creating a financial plan that will help make your goals a reality.

In today’s market, a Financial Advisor can provide you insight and guidance based on an understanding of your unique situation. At South Metro Wealth Management, one of our Osaic Institutions Financial Professionals available through Osaic Institutions, Inc., can offer a complimentary, no-obligation financial review utilizing financial planning software.

During our meeting, we’ll go through these six steps:

1. Identify your unique goals and the level of importance of each goal
   
2. Identify the financial resources that will help fund the achievement of your goals
   
3. Determine the balance of investment risk and return that is appropriate for you
   
4. Create your personal plan outlining the investment and insurance services needed to help achieve your retirement goals
   
5. Review and discuss your plan results together
   
6. Discuss the steps needed to put your plan into action
    - Review your Social Security strategy
    - Establish the proper savings strategy
    - Discuss an appropriate asset allocation strategy for your Investment Portfolio
   

With this meeting, it is our goal to enhance your investment experience and better recommend strategies and solutions to help meet your long- and short-term financial objectives. One of our Osaic Institutions Financial Professionals available through Osaic Institutions, Inc., can offer investment solutions to better serve our clients’ needs; ones that include diversification in accordance with a member’s goals and objectives, active account management and account rebalancing where appropriate.

Completing your personal financial review together is a beneficial step toward identifying prudent investment solutions for your needs.

If you would like to learn more about our investment services, available through South Metro Wealth Management, feel free to contact us or stop by your local branch.

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and South Metro Federal Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value

Osaic Institution representatives do not provide tax or legal guidance. For such guidance, please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.