Financial Planning
 |
Austin Credit Union’s
Financial Planning Team |
At Austin Credit Union our Financial Planners, Rose Park and Paul Davidson take a unique approach to their member’s financial planning.
It’s a Life First Approach and Austin Credit Union’s unique Member’s First Approach. They believe that a good financial plan starts with a mutual understanding of your life dreams, goals and plans.
Whether you want to purchase that first new car or home, or are raising a family, planning for retirement or enjoying your golden years, they are here to help you.
Their focal point is on putting you, their members first by helping you prepare for those life changes that effect us all. By using your assets effectively, you can make life’s transitions easier to navigate.
They will work with you to develop plans that will let your money work for you, to let you live the kind of life that you want and to truly help you to turn your dreams and goals into reality.
Their goal as financial planners is to help you understand the financial implications of the lifestyle goals that you set. Rose and Paul are dedicated to working with you as partners, providing the levels of service, care and experience that help achieve their goal of making your life easier. That’s their difference.
Rose and Paul seek to earn your trust by caring about whom you are and where you want to go in your life. That’s really the only way that they can offer you sound financial planning advice.
Your financial plan is designed to ensure your needs and those of your loved ones are met through every stage of life.
Rose and Paul recognize that life has a way of changing the path that we set. As your partners in building a financial plan for the future, it is important to them to work with you to ensure that your plan stays on track.
There are a myriad of products that they can draw on to help in their work with you. Their goal is to identify those products and services that together can incorporated in the plans that you set. They undertake to source out the very best solutions for you combining their expertise and experience with financial solutions specifically for you.
At Austin Credit Union, we never forget that it is your financial plan and your money.
Think of us as your most important resource in making your financial plan serve your life.
