Investments
Available through CUSO Financial Services, L.P.
The road to financial freedom can be short and sweet for those who plan and who follow a road map, or it can be a long and daunting path for those who fail to make a plan.
Take the first steps toward building your financial future by creating a road map to financial freedom, and designing a P.L.A.N. Jack Vadnais, CFP®, can help you develop your investment plan.
P.L.A.N.
Pay yourself first - Take advantage of your employer's retirement plan, whether it's a 401(k), 403(b) or any other kind of contributory plan.
Live within your means - Promise to pay off your credit cards. Credit card debt is the number one reason most people can't get ahead. Paying just the minimum payment due on a $1,000 balance at 11% interest could take 20 years to pay off.
Assure your family's stability - Write or update your will. Wills are not just for the rich. Regardless of how little money you have, a will ensures that whatever personal belongings and assets you have will go to the beneficiaries you designate. If you have children, a will allows you to appoint a guardian for them in the event of your death.
Never stop learning - Write down your financial goals. This is your road map to financial freedom. Working with a financial advisor can keep you up-to-date with new investment opportunities available. Contact Jack today to make your appointment.
Jack Vadnais, CFP®
Financial Advisor
CUSO Financial Services, L.P.
at Freedom Credit Union
(413)750-5724 office
(413)575-5483 cell
jack.vadnais_freedomcu@cusonet.com
Investment products and services offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer, are not NCUA/NCUSIF insured, investments not Credit Union guaranteed and may lose value. Representatives are registered through CFS. (Member FINRA/SIPC)
