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Steering You Toward Your Financial Goals

You have big dreams for the future. So, enjoy the competitive advantages of working with the investment and insurance representatives at Woodstone Credit Union Financial Strategies. Robert Skinner, Financial Consultant, provides in depth knowledge to help steer you towards a mix of investments that are right for you, based on your unique situation. Call Bob at 253.925.6824 or 800.334.9828 ext 824 to learn more or to get started today. 

Social Security Income

Need help determining how much money you'll need from Social Security? Click here to use our free planning tool. In it, you'll learn how to maximize your benefits for retirement.

Final Expense Insurance

Help ease the financial burden on loved ones after you're gone with final expense insurance. With final expense insurance you can plan for funeral expenses now instead of later and provide needed cash for for other finacial obligations. To learn more about final expense insurance, watch this informational video or contact Bob at 253.925.6824.
 
Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, and Financial Planning and Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Robert Skinner, Representative. Woodstone Credit Union and Woodstone Credit Union Financial Strategies are not affiliated with the Securities America companies.

Not NCUA insured. No Credit Union Guarantee. May Lose Value.
 

 

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