Security 1st is pleased to announce it’s latest no cost service offered through the Money Concepts Financial Planning Center, located at the Credit Union. Money Concepts is a Personal Financial Planning and Investment Services program. Money Concepts can create a personal financial plan to achieve your financial goals. Ask a Member Service Representative to schedule an appointment at any Security 1st FCU location.

Services Available: Money Management Retirement Rollovers TRS Rollovers 401K Rollovers Debt Reduction Programs Financial Seminars 401K Asset Allocation Retirement Analysis 403B Rollovers

Products Available: Mutual Funds Life Insurance 403B Plans Bonds Disability Insurance IRA-Traditional

Variable Annuities Long Term Care Roth IRA Fixed Annuities 529 College Plans

Charles "Trae" Cardenas III
Certified Senior Advisor
Registered Financial Consultant
956-463-6862

For more information click here | Contact Trae Cardenas

All Securities through Money Concepts Capitol Corp. Member NASD/SIPC, 7121 Fairway Drive, Palm Beach Gardens, FL 33418-3764 (561)472-2000. The products offered through Money Concepts (1) Are not insured by the FDIC or NCUA or any other government agency. (2) Are not deposits or other obligations of, or guaranteed by, any bank, or credit union or any affiliates and (3) Are subject to investment risks, including possible loss of principle amount invested.