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As you approach retirement, it is more important than ever to understand the role that Social Security can and should play in your overall retirement income plan.
Join us to learn how Social Security benefits work for you and your spouse, and about the potential opportunities you may have to increase your benefits throughout retirement.
Daniel Bartosz, CRPC®
Delivering the highest standard of service is important to me—so is earning and keeping your confidence. I’ll take the time to understand your financial situation and how your goals and lifestyle may affect your long-term financial success. I use an enhanced goals-based approach to develop a financial plan designed to meet your individual needs. Building wealth starts with understanding your budget and establishing keen savings strategies. I can help you reach those goals.
I have served individuals and households in the Financial Services industry since 2001. My licenses include Series 7, Series 66, and Oregon Resident State Life and Health Insurance. I’m an Oregon native and a graduate of the University of Idaho. In my free time, I enjoy running and have competed in road races ranging from one mile to marathon.
CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC® are registered service marks of the College for Financial Planning in the United States and/or other countries.
At this time, we are not presenting any in-person seminars in an effort to ensure the health and safety of our members and employees. Please visit onpointcu.com/events and select “Anywhere in Oregon or Washington” from the location options to see all upcoming live webinars.
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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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