David Murdock, CPA

 

We all want to achieve certain financial goals in our lives, but where do you begin? An important first step is to define your investment objectives. 

Planning for your future has never been easier than with CU Preferred Investments and Financial Network Investment Corporation, a national securities brokerage firm. This added service brings you access to a full range of investment services through Financial Network right here at your credit union.

David Murdock, your Financial Network Registered Representative, is now available by appointment during normal office hours to assist you with mutual funds, stocks, bonds, annuities, IRAs, investment planning, college planning and more.

As an existing member of the credit union, you receive a free consultation with your representative. Investment services are offered for both individuals and businesses. Dave is available by appointment during normal office hours to assist you with mutual funds, stocks, bonds, annuities, IRAs, investment planning, college planning and more. Investment services are offered for both individual and businesses. Dave can be reached by appointment through a member service representative at the credit union by calling 388-7133 or 651-765-6778 direct.

INVESTING
“Does One Size Fit All?”

There’s no such thing as a one size fits all when it comes to investing. Every investor has a unique set of goals, just like an investment program.

And don’t buy into the myth that says “stocks are for the young” and “bonds are for the mature investor”. In fact, assets allocated entirely based on age, will not only limit your investment options, but could also limit your earning potential, as well.

For example, a couple in their 40s with children entering college might want to consider investing primarily in short term investment programs because they will more than likely need their funds sooner than later. On the other hand, a couple also in their 40s with no children may think in terms of being a bit more “aggressive” and invest more in stocks.

The key is not to put all your eggs into one basket, because your choices are unlimited. With the assistance of your Registered Representative, you can wisely and appropriately
allocate your investments according to your family and personal retirement needs.

Simply put, you have to plan and tailor your investment strategy to meet both your financial needs and your comfort level. No investment strategy is a guarantee of profits.

So call your Registered Representative, Dave Murdock today. He is available by appointment during normal office hours to assist you with mutual funds, stocks, bonds, annuities, IRAs, investment planning, college planning, whatever your individual investment needs may be. Dave can be reached at 651-765-6778, or by appointment through a member service representative at the credit union.

Investments are offered through Financial Network Investment Corporation, member SIPC. Financial Network and your credit union are not affiliated. 
*Not FDIC/NCUSIF Insured
*Not a Deposit
*No Bank/CU Guarantee
*Not insured by any Federal Government Agency

    
Federally insured by NCUA
    to at least $100,000

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