While you’re preparing to celebrate Valentine’s Day for the ones you love, it is also important to make sure they are protected.
One day you have just purchased your dream home and are preparing to move in with the love of your life, while the next day both of you are facing the consequences of growing older. What can you both do to grow old gracefully, while protecting what is yours?
Now is the time to start thinking about your insurance and retirement planning needs and TEG can help.
Come to Our Valentines Day Open House
Tuesday, February 14
from 1 – 4 pm
Route 9 Branch
1145 Route 9 Wappingers Falls, NY 12590
Refreshments will be served!
Come meet Jean Riordan and Sarah Cuozzo and learn More About Our Retirement & Advisory Services:
- Financial Needs Analysis
- Retirement Planning
- 403 B Options Rollovers
- Lifetime Income Options
- Pension Maximization
- College Savings Plan
- Final Expense Policy
- Mortgage Protection
- Long-Term Care
At TEG we know how important it is to have a relationship with a financial advisor you trust – one who
provides unbiased advice and understands your needs.
Your Goals. Our Passion.
Talk to us to explore your options. To learn more or to schedule a no-obligation consultation,
please visit www.tegfcu.com/RAS