PRODUCTS & SERVICES

Investing For Tomorrow...Today!
 

You’ve heard it time and time again. The best time to invest in tomorrow is today. But with the demands and cost of living today, it may seem there’s not enough time or money left for investing. We can help. Whether it is planning for retirement, buying your dream home, saving for a college fund, or leaving a legacy, The Financial Services program will help you achieve your goals. Through Financial Services available at Air Force FCU you have access to a full array of investment and insurance products.

INVESTMENTS and SERVICES

Financial & Estate Planning*

• Retirement and College Planning

• Income Preservation

• Wealth Transfer Strategies

• Estate Creation

Asset Management*

• Advisory Services

• Portfolio Reviews and Evaluation

• MAS - Access to Top Professional Money Managers

• Private Money Managers

Insurance

• Insurance: Term, Whole Life, Variable, Universal Life
• Annuities: Fixed and Variable

• Long-Term Care & Disability

• Medicare Supplement

Individuals & Businesses

• Retirement Planning:

            o Traditional, Roth IRAs

            o  401(k) or 403(b) Rollovers

• Deferred Compensation Plans

• Profit Sharing

• Key Person Insurance

• Buy/Sell Agreements

• Coverdell Education Savings Accounts

• 529 College Savings Plans

Securities

• Common and Preferred Stocks

• Principal-Protected Investments

• Bonds: Government, Corporate, and Municipals

• Certificates of Deposit (CDs)

• Mutual Funds

• Index Funds

Fixed Income Solutions

Alternative Investments

• REITs

• UITs