Online Banking

Username:
Password:
 
 

Branch/ATM Locator

Enter a ZIP code to find the nearest ATM.

Latest News

Spending Triggers May 5, 2020

Read More

Pullbacks, Corrections, and Bear Markets May 5, 2020

Read More

April is National Credit Union Youth Month! April 24, 2020

Read More

Financial Self Care April 16, 2020

Read More

How Will COVID-19 Impact Market Outlook? April 8, 2020

Read More

What You Should Know About the Stimulus Checks April 2, 2020

Read More

Small Business Relief March 30, 2020

Read More

A Letter From Jennifer March 30, 2020

Read More

Coronavirus March 16, 2020

Read More

Pay Yourself First February 19, 2020

Read More

Insurance Matters!

dad and son on back
Insurance helps to protect the people and things you value most in life. And much like your investments, your insurance strategy can benefit from periodic review as your income changes and circumstances evolve over time. At different periods in your life, or due to life events like marriage, divorce, births or career changes, you may need more (or less) coverage to meet your income replacement goals. You also may need different types of coverage such as life, disability, or long-term care insurance.

A comprehensive insurance review can help make sure: 

  1. You have the right type(s) of insurance based on your financial situation and goals.
  2. Coverage is what you expect it to be in the unfortunate event a claim must be filed. 
  3. You’re not paying more than necessary for the coverage you desire.
  4. You make informed and confident decisions to protect your family and your lifestyle. 

Don’t wait to ensure your family has adequate and affordable coverage. If it’s been a while since you’ve reviewed your insurance strategy with an experienced financial advisor, contact Steve Lindquist at 775-789-3140 today to schedule an insurance review. 

In addition, join us for a complimentary seminar “Insurance Matters” on October 26th.

Steve Lindquist 
stevelindquist@peakfns.com 
Financial Consultant
9600 S McCarran Blvd
Reno, NV 89523 
(775) 789-3140
Registered representative offering securities and advisory through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC.  Cetera is not affiliated with any other named entity. CA Insurance License #0G30574
Investments are not deposits; not NCUSIF insured; and not insured by any federal government agency.  No credit union guarantee.  May lose value.
 
Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer’s official statement and should be read carefully before investing.
Investors should also consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investing in any state’s 529 Plan.
Share:

Leave a Reply

Your email address will not be published. Required fields are marked *