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It’s Time to Go “All In”

July 26 is All or Nothing Day, a day that encourages people to face the fears that hold them back and go “all in” to commit to a better life.

Chapman University reported Americans’ Top Ten Fears of 2018 and “Not having enough money for the future” ranked in fourth place. Fifty-seven percent of survey respondents said they were either “afraid” or “very afraid” of not having enough money for the future.

Perhaps one contributor to financial anxiety is the feeling of not knowing where to find answers for one’s specific questions. With dozens of choices for financial planning, budgeting, retirement planning, college saving, and daily living, it can be overwhelming to filter through the information to find the right solution for your situation.

Is financial fear holding you back from living the life you want? All or Nothing Day may be a good opportunity to evaluate your options and decide to go “all in” on your financial goals.

We have tools to help you do that.

  1. Financial Review: We will go over your short-term and long-term savings goals, how much you are currently saving, and any debts that may be preventing you from saving as much as you wish you could. Our knowledgeable Financial Representatives will give advice and provide strategies to help you achieve these goals. Initial consultations are available at no cost, and there’s no obligation to open any new accounts with Vantage West.

  2. Financial Advisors: What are your financial goals and how will you achieve them? That’s what our Financial Advisors, courtesy of CUNA Brokerage Services (CBSI), help you answer. Working together, we’ll create a road map for achieving your financial goals in four steps: Gather information, analyze and recommend, implement, and monitor and review. Book your complementary initial consultation today.

  3. Online Classes: Vantage West offers free, short, educational modules on a variety of topics. Whether you want to buy a home, retire, reduce debt, pay for college, budget, save, or invest – we have something for you. You can access these classes anytime from anywhere with an Internet connection. 

As you choose your next steps, we are cheering you on! We are always here to help you on your journey.

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Disclosures

For your convenience, Vantage West Credit Union provides links on our website to third party sites. Vantage West Credit Union does not provide, and is not responsible for the product, service, or overall website content available at a third party site. Vantage West Credit Union is not liable for any failure of products, services, or information advertised on the third party website. Please be advised that you will no longer be subject to, or under the protection of the privacy and security policies of our website.

Vantage West Financial Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), Member FINRA/ SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to Members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2249861.1-0918-1120

©CUNA Mutual Group

FR-1943678.1-1117-1219

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