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RE: Retirement Guided Wealth Portfolios (GWP) Burt White Talks About 'The Really Big Numbers'

Your Success Matters

We listen to your story to understand your needs

What we do: Trust matters when it comes to your finances.

Our goal is to help you make smart decisions with your money so you can focus on what you love.

How we do it: We help members of Park Community Credit Union manage risk by helping you plan for today and for the future.

Our first objective is to get to know you by listening to your story.

We want to know:

  • Who you are
  • What your dreams are
  • How we can help you

After we learn about your unique situation, we help you develop a plan to work toward your goals and dreams.

Beginning Investor

Beginning Investor

If you are just starting out and have $5,000 to invest, our low cost fiduciary digital advice platform may be just right for your needs.

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Experienced Investor

Experienced Investor

If you have several old retirement accounts that have not been looked at in a while, our classic fiduciary investment management program may be a good fit for you.

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Comprehensive Planning

Comprehensive Planning

If you are nearing retirement, or need detailed financial planning, our comprehensive financial planning and investment management program may meet your need for a more detailed plan. 

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Upcoming Events

Social Security Seminar 

Social Security Seminar 

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Retirement Planning 

Retirement Planning 

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Medicare Seminar 

Medicare Seminar 

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