Find agreement among your fiduciaries on investment program goals.
Target your giving to support organizational goals and mitigate risk.
Create consistent and sustainable support for your efforts.
Develop a comprehensive framework focused on understanding risks and biases within your portfolio.
What’s your vision for the future? Ensure that your legacy unfolds how you want with a carefully crafted plan. Comprehensive legacy planning combines choosing the right vehicles—wills, trusts, insurance and more—with the prudent selection, balance and placement of investments. Your advisor can help ensure that your wishes are realized.
Natalie Berning, MBA, CFP®
Coleman Webb, CFP®
Donald "DJ" Kerr III, CFP®
John Passaglia, CFP®; CLU®; ChFC®
Melisa Lindsay-Lipkins, CRPC®
1Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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