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If you plan, you control you future…
if you don’t, it is planned for you…
Advantage Credit Union
offers expertise in financial planning to assist you in determining and
meeting your life goals. These goals can include buying a home, saving for a
child’s education or planning for your retirement.
Kim Stratulat is a Certified Financial Planner® with over 25+
years experience in the financial services industry. Over the years, he
worked as a financial consultant, mortgage specialist and Associate Regional
Director with the role of recruiting, training and development of financial
planners, as well as compliance.
Kim provides comprehensive financial planning
services to our 17 branch locations and surrounding areas. His services
include:
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Estate Planning
and Administration
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Investment
Planning
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Education
Planning
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Tax Planning
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Insurance
Planning
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Retirement
Planning
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Trust Services
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Business and
Farm Succession Planning
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Debt Management
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A complete
financial plan which takes you through the six steps listed below. Kim works closely
with Advantage Credit Union’s in-house investment and insurance specialists,
along with Meyers, Norris and Penny when required for more complex farm and
business succession planning circumstances.
Six steps to your
peace of mind:
Step 1.
Clarify your present
situation
Step 2.
Identify
financial and personal goals
Step 3.
Identify
financial problems
Step 4.
Provide written
recommendations and alternative solutions
Step 5.
Implement the
right strategy
Step 6.
Provide
periodic review and revision
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