Financial Planning

Financial Planning Hero

HVFCU Financial Services is dedicated exclusively to helping credit union members pursue their personal and business financial goals. As a local organization, HVFCU Financial Services understands the challenges hard working members face as they raise their families, save for college, and prepare for retirement. Whatever your goal in life, HVFCU Financial Services at Hudson Valley Federal Credit Union can create a plan to help you work toward them.

While running a business can be immensely rewarding, there’s no shortage of obstacles on the path to success. As a small business owner, you may have much of your net worth concentrated in your business. It can be a challenge to juggle personal and company priorities, while trying to navigate the changing economy, generate cash flow, and increase profits.

More immediate needs can often take precedence over important goals like preparing for retirement. HVFCU Financial Services provides you with the unbiased guidance you require to help you ensure these competing goals remain on track. HVFCU Financial Services can help you make clear and confident decisions for your business and personal finances that include:

  • Succession Planning
  • Addressing Liquidity and Cash Flow
  • Affordable Programs to Attract, Retain, and Reward Employees
  • Portfolio Review
  • Income Planning
  • Retirement Planning
  • Wealth Accumulation
  • Tax Planning
  • Asset Protection
  • College Planning
  • Estate Planning
  • IRA and 401(k) Rollovers
  • Pre-Tax Investments
  • Life Insurance

If you don’t have a plan at this time, or if you want to reevaluate your current strategy, schedule an appointment with one of HVFCU Financial Service’s knowledgeable professionals today or call 845.463.3366.

Supervisory Office:
Jeffrey G Thatcher CFP®, HVFCU Financial Services located at Hudson Valley Federal Credit Union,
9 Mall Plaza
1810 South Road, Suite 121

Wappingers Falls, NY 12590
845.463.3366, (fax) 845.463.4172
email: [email protected]

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. Hudson Valley Federal Credit Union and HVFCU Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.

LPL Financial representatives offer access to trust services through The Private Trust Company N.A, an affiliate of LPL Financial.

The LPL Financial registered representatives associated with this site may only discuss and / or transact securities business with residents of the following states: AZ,AK,CA,CO,CT,DE,FL,GA,IL,IN,KY,LA,ME,MD,MA,MN,NE,NV,NH,NM,NJ,NY,NC,OH,OR,PA,RI,SC,TN,TX,UT,VT,VA,WA,WI.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

© 2016 Hudson Valley Federal Credit Union

PO Box 1071, Poughkeepsie, NY 12602-1071
ph: 845.463.3011 / 800.468.3011

Routing Number : 221979363
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