Communicating Arts Credit Union : Products & Services : Financial Planning Services

Financial Planning Services

CACU has two Financial Planning options available for you to choose from.

If you prefer to "go it alone," visit Members Financial Network, a suite of on-line financial tools.

Personal, professional assistance is available from Investment Advisor Marc Horwitz. Working with Marc you have access to:

Formal Financial Planning

download a Financial Planning Questionnaire in preparation for a meeting with Marc

A broad array of investment vehicles including:

Mutual Funds
Stocks & Bonds
Annuities

Retirement Planning
401(k) and IRA Rollovers
Life, Disability and Long Term Care Insurance

Investment securities, related products and services made available at the Credit Union are offered by Royal Alliance Associates, Inc., an independent registered broker/dealer. Member NASD/SIPC not affiliated with Communicating Arts Credit Union, its affiliates, divisions or subsidiaries. Securities are not obligations of nor guaranteed by CACU or any government agency and involve risk to principal.

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