Checkups Are Good For Your Financial Health

Have you heard? Aventa now makes available wealth management services. 

Whether you’re a small business owner, seeking to protect the nest egg you’ve already created, or getting ready to retire, Rebecca Bayless, Wealth Manager at Wealth Management Services at Aventa specializes in thoughtful and objective guidance aimed at keeping your finances and goals in shape. 

Rebecca Bayless will be at the Saguache and Center Branches on Tuesday, October 23, 2018 and the Crestone Branch on Wednesday, October 24, 2018 is scheduling appointments. Stop by your nearest branch or contact Rebecca directly at 719.749.6219 to schedule your free no-cost, no obligation consultation. You don’t need to be a member to take advantage of this community service.

Now is the time to plan wisely for your future, you don’t get a do-over.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Wealth Management Services at Aventa Credit Union is not affiliated with LPL. Not insured by NCUA. No Credit Union Guarantee. May Lose Value.