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.
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 |

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.