Financial management services available to members of Energy One offer such products as mutual funds, securities (stocks, bonds, options), annuities, life insurance, long-term care, disability income insurance and more.
Financial Management Services
- Financial planning
- Wealth management
- Personal financial assessments
- Long-term care insurance
- Estate planning
- Retirement income planning
- Wealth preservation
- Education funding (529 plans)
- Portfolio management
- Life insurance planning
David Trusler at 918-699-7185 to set up a free, no-obligation appointment today.
Helping you reach your financial goals is David’s number one objective. Working together, he’ll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. With David’s help, you can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically he’ll review your situation and make adjustments as needed. It just makes sense—as your life changes, so do your financial needs, and he’ll be here for you at every stage of your life.
As a trusted partner of Energy One Federal Credit Union, he has a strong history of working with credit union members, their family and their friends. He has access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child’s or grandchild’s education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
He is a registered representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. He is also a licensed representative of CMFG Life Insurance Company.
It’s easy to get started. Contact David today for a no-cost, no-obligation consultation.
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. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.