November 19th, 2012

Ask Bruce: When Is It Time to Speak to a Financial Consultant

Bruce Brundige, LPL Financial Consultant at SMCU, has been involved in the financial services industry for over 24 years. Periodically, Bruce answers common financial planning questions.

Q: How do I decide if it’s time to speak to a Financial Consultant?

A: We get asked this question so often that we’ve put together a questionnaire tool to help make this decision. It takes just a few moments, and we find that answering these questions for yourself will help you understand your own attitudes toward investing.

Click to take the survey

To find out more and schedule a no-obligation consultation, call us at 206-398-5707 or toll free at 800-334-2489, ext 707, or by email at invest@smcu.com.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. LPL Financial is not affiliated with SMCU.

Not NCUA insured Not Credit Union Guaranteed May Lose Value

One Response

  1. This is vry helpful. I’ve never really trusted myself to handle my funds because I ended up spending them with petty things and unnecessary pleasures. I need someone to guide me with my financial plan.