Navigator Financial Planning Services

A Program to Help You Meet Your Financial Goals

The Navigator Financial Planning Services Program makes available a variety of insurance and investment products that complement those offered by your credit union. The program can provide a package of protection and asset accumulation products that can help you meet your personal financial objectives...whether those objectives involve saving for a home, providing a college education, or planning a comfortable retirement.

The representative - a dedicated career professional carefully selected and trained to serve credit union members - can work with you to help you achieve your personal financial goals and provide information on the following services and products: Insurance Planning, Retirement Planning, Investment Planning, Education Funding, Business Planning, Mutual Funds, Stocks/Bonds.

Build Your Own Financial Program

For most people, achieving and maintaining financial strength is a lifetime pursuit. It involves planning, preparation, performance and follow-through at all three stages of the financial life cycle:

1. Protecting Assets: The first priority is protecting what you have, including your standard of living, through insurance protection programs for individual, family and business needs.
2. Increasing Net Worth: Next you’ll want to expand your financial resources through diversified investment programs* - mutual funds, stocks, bonds, money market funds, unit investment trusts and other products - depending upon your financial objectives.
3. Managing Accumulations: And finally, the timely, effective management of accumulations - including tax-advantaged investment planning and transfers to assets - is vitally important to the continuous goal of achieving lifetime financial strength.
   

Located at:
Navigator Credit Union
6012 Highway 63 | Moss Point, MS 39563
Office (228) 474-3427 | Toll Free (800) 344-3281 | Fax (228) 474-3497

As a Navigator Financial Planning Services Representative, Jeffrey is especially qualified to provide credit union members with professional assistance, quality financial products and dependable service. Jeffrey is a Registered Representative of CUNA Brokerage Services, Inc., a
broker/dealer offering a full portfolio of securities products, and a member of NASD. He is also a licensed insurance representative of CUNA Mutual Life Insurance Company.
Education: B.S., Finance, University of South Alabama, 1999 Memberships: Tanner Williams Community Club, 2000 to present. Career Highlights: Financial services industry, 1999 to present; Life insurance sales experience, 1999 to present; National Sales Achievement Awards, 2000, 2002, 2003 Personal: Married, two children

Build Your Own Financial Program

For most people, achieving and maintaining financial strength is a lifetime pursuit. It involves planning, preparation, performance and follow-through at all three stages of the financial life cycle.

1. Protecting Assets

The first priority is protecting what you have, including your standard of living, through insurance protection programs for individual, family and business needs.

2. Increasing Net Worth

Next you’ll want to expand your financial resources through diversified investment programs - mutual funds, stocks, bonds, annuities, money market funds, limited partnerships, unit investment trusts and other products - depending upon your financial objectives.

3. Managing Accumulations

And finally, the timely, effective management of accumulations - including tax planning, transfers to assets and estate planning - is vitally important to the continuous goal of achieving lifetime financial strength.

4. Career Professionals Who Care

We select and train our sales representatives to be dedicated career professionals - representatives who care about people and about helping them build financial strength and security for life.

For additional investing insight, click here http://members.cunamutual.com/H2/ResourceCenter.aspx

* Available through CUNA Brokerage Services, Inc., 2000 Heritage Way, Waverly, Iowa 50677. Member NASD, SIPC.

*Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional. Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CBS-A604-0707