Sign up for WealthVisionSM and receive a $75 Amazon gift card1
WealthVisionSM is a comprehensive wealth-planning tool offered exclusively to credit union members that allows you to consolidate and track your financial data in one protected location. WealthVisionSM provides a single access point to securely view your:
|• Financial Accounts||• Specific Goals|
|• Tax and Legal Documents||• Insurance Coverage|
|• Strategic Plans|
All your information is password protected in a secure, encrypted personal web address, easily accessible only to you and your financial team. You can also keep up to date with powerful analysis tools that track changes in your assets and changes in your life based on your overall asset allocation, insurance programs, retirement and cash-flow models, and financial and estate plans.
Meet with an HVFCU Financial Services Financial Consultant today to see how WealthVisionSM can make your financial planning easier. Sign up for WealthVisionSM and you will receive a $75 Amazon gift card1.
1 Offer valid for members who meet with an HVFCU Financial Services Financial Consultant between 10/6/2012 and 11/16/2012 and sign up for WealthVisionSM. Amazon gift card will be issued no later than 30 days after enrolling in WealthVisionSM. Void where prohibited. Limit one gift card per household per calendar year. Amazon gift card may be considered taxable income and may be subject to 1099 reporting for tax purposes. Offer may be withdrawn at any time.
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: New York.