Investments

Did you know that most people spend more time planning for an annual vacation than they spend planning for their retirement?  Consider Partners’ financial services offered through Price Perkins, LLC . We can help you plan for the best years of a perpetual vacation!  All PFFCU members can schedule a no cost, no obligation consultation. As a comprehensive wealth management firm,  Price Perkins, LLC can help with the following services:

• Retirement Planning (401K plans, Simple & SEP IRA’s)
• College Planning (529 Plans & Educational IRA’s)
• Insurance Services (Life and Long Term Care)
• Asset Management/Wealth Planning (Stocks, Bonds, Mutual Funds, Fee based Accounts, Annuities)

Other reasons to contact us:

• Estate planning
• In-person account reviews
• Consolidation of investments for a single statement and performance reporting
• On-line account access
• Trust services
• Client educational seminars

Consider the investment objectives, risks, charges, expenses and tax implications associated with any security before investing.  Additional information about municipal fund securities is available in the issuer’s official statements.  The official statement should be read carefully before investing.  Certain investments are accompanied by prospectus or other offering documents.  These should also be read carefully before investing.   This does not constitute an offer to buy or sell any security.  Brokerage services provided by Price Perkins through Prospera Financial Services, Inc., member FINRA/SIPC and not by Partners Financial Federal Credit Union.  The customer will be dealing solely with Price Perkins through Prospera Financial Services with respect to brokerage services.  Accounts carried by First Clearing, LLC, member FINRA/SIPC.  Securities are not NCUSIF Insured/Not NCUA or Credit Union Guaranteed/May Lose Value.