Financial Planning Assistance
CBC Services Organization,
Inc. and
Insurance Agency (CALIC #0750655) offers financial
consultations and insurer based financial products. The services, available
to anyone regardless of credit union membership, include complimentary
initial consultations, analysis and customized proposals to ensure
specific
client needs and desires are addressed regarding savings growth, insurance,
tax, retirement, and estate matters.
New popular savings strategy: There
is a cash accumulation strategy now available that combines stock market "ups" with
a guaranteed minimum return, whichever is greater, along with protection
of principal. Plus it's tax-deferred and probate free! Slash your taxes
and boost your return. Contact us now for more information.
Get More Out Of Your Money!
Learn to get more from your savings dollars. Learn how you might
be able to double your spendable income from the same money. Learn
how
to grow your nest egg tax-free for a golden retirement. Learn how you
can reduce taxes on current interest to zero, and get a tax cut now.
Learn
how to get guaranteed safety, liquidity and financial performance for
a better tomorrow.
Please call us at (805)
988-2151 for details and customized proposals. Or simply
E-mail your request for information.
NOTE: CBC Services Organization, Inc.
is a wholly owned subsidiary of CBC Federal Credit Union. Financial
products presented by CBC Services Organization, Inc. are not endorsed,
guaranteed or insured by the credit union or by any agency of the Federal
Government. Insurers are solely responsible for such products
being presented.
We inform -- You decide.
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