Investment/Financial Planning
A Partner You Can Trust
All In Financial: Shelly Squier
Working together with a trusted financial advisor is especially important. Financial markets are constantly in flux, so having someone in your corner working to reach your goals is a key to success. The first step is to find a Financial Advisor to provide sound advice, like Shelly Squier with All In Financial. All In Financial offers guidance to Winnebago Community Credit Union members to make informed decisions for their financial future. They can help you to:
- Evaluate your current financial condition.
- Review your tolerance for risk.
- Consider your retirement timeline and income planning.
- Chart a strategy to achieve your goals.
A financial review is a no cost, and no obligation meeting.
Contact them today 920.527.0292 to discuss your next steps.
Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Winnebago Community Credit Union, All In Financial, and Securities America are separate entities.
Not NCUA Insured – No Credit Union Guarantees – May Lose Value
Not a Deposit – Not Insured by any Government Agency
