Retirement & Insurance
Retirement Planning and Wealth Management
Price Perkins works with Connects Federal Credit Union, by providing full service comprehensive financial planning solutions for their members. With their dedication and commitment to their clients’ financial needs they build more than portfolios, they build relationships
Connects Federal Credit Union 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
- Asset Management
- Financial Planning & Analysis
- College Planning
- Insurance Services (Life & Long Term Care)
- To schedule your complimentary consultation or if you have questions, contact any Connects branch.
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 Connects 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.
Property & Casualty Insurance
TruStage® Auto & Home Insurance Program
Exclusively for credit union members like you, the TruStage Auto & Home Insurance Program provides affordable top-quality protection. You could enjoy discounted rates combined with online convenience and 24/7 claims service.
TruStage® Auto and Home Insurance program is offered by TruStage Insurance Agency, LLC and issued by leading insurance companies. Discounts are not available in all states and discounts vary by state. The insurance offered is not a deposit and is not federally insured. This coverage is not sold or guaranteed by your credit union.
Learn more about additional cost savings insurance options offered with Connects membership!