Meet Our Representatives
Planning your financial future is important throughout all stages in life. With an overload of financial options and the unpredictable market, making financially-sound, long-term investment decisions on your own can be difficult.
There is a lot riding on a successful investments strategy; consulting with qualified professionals for personal insight, guidance, and support is a sound decision. Our Investment Services, available through CUSO Financial Services, L.P. (CFS)*, is ready to help! You have goals and aspirations unique to you; let them help you develop an appropriate, personal strategy to help you meet them.
Building a professional, personal relationship is the foundation and first objective for our CFS Representatives. They will work closely with you to analyze your current situation and to understand your goals for the future. Together, you'll discuss your investment options and create a plan to meet your future financial needs.
Whether you are getting started or have a plan in place, Investment Services are specialists in the areas of:
- Retirement Planning
- Asset Allocation
- 401k & IRA Rollovers
- Social Security Planning
- Long-Term Care
- Life Insurance
- Financial Check-ups
- Tax-Deferred Growth
- College Funding
- Financial Planning with MoneyGuidePro®**
One of the most popular questions asked is: Will I have enough money to retire? Our CFS Representatives can develop a personalized financial plan for you using the popular software, MoneyGuidePro®**. This software runs different scenarios based on your wants, needs, wishes, risk, etc. and will create an investment strategy for you. This complimentary plan can be set-up in a face-to-face meeting with our representatives and updated anytime as your needs change.
Keep Track of Your Investments
Financial needs don't always happen between the hours of 9-5. As a client, you can easily monitor your investment portfolio from within GECU's Online Banking, giving you a more complete snapshot of your finances all in one location.
Our CFS Registered Representatives are eager to assist you with any investment needs or questions.
As a CFS* Registered Representative, Todd assists members with asset management, college and retirement planning, estate planning and wealth preservation. He specializes in the design and implementation of strategies that manage personal wealth. He is a graduate of Miami University and was awarded the CFS* Breakthrough Award for 2013 and received the top producer Gold Pacesetter Award from 2012-2016. Todd has been in the Investment Business for 18 years with 10 years as an Investment Wholesaler and 8 years as a Registered Representative. Todd is licensed to sell securities in the following states: AZ, CA, FL, GA, IL, IN, KY, MD, MI, MN, MS, MO, NC, NY, OH, SC, and VA.
Todd is located at our Reading Road office and is also available to meet at our Fairfield office.
As many of you know, the number one concern people have in retirement is the fear of running out of money. Erik will work with you to create a comprehensive financial plan to preserve their wealth, navigate common pitfalls, and ensure their success in retirement. With over 22 years of industry experience, he looks forward to an opportunity to help develop an individualized plan to meet your goals in retirement. Erik graduated from Ohio University with a Bachelors' of Art in Finances. He is currently Series 7, 63, and 65 licenses. Erik is licensed to sell securities in the following states: FL, IL, IN, KY, and OH. He is licensed for Insurance ins the states of OH, KY, and IN.
Erik is located at our Mason and Loveland offices and is also available to meet at our Fairfield office.
Monthly Market Review: ©2016 Broadridge Investor Solutions, Inc.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a Registered Broker-dealer (Member FINRA/SIPC) and SEC-registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. General Electric Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. **IMPORTANT: The projections or other information generated by MoneyGuidePro® regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. The return assumptions in MoneyGuidePro® are not reflective of any specific product, and do not include any fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used in MoneyGuidePro®. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment.
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