Focus on Financial Planning

Financial planning is always important, and since this is Financial Planning Month, we’re focusing on how we can help you meet your financial goals. Whether it’s paying down debt or saving for retirement, we’re here to help.

Our products and services include a variety of savings plans from club accounts to savings certificates, free checking accounts, discounted rates on mortgages for first-time home buyers and car loans at rates starting at 2.45% APR*.

From the comfort of your home or anywhere convenient, you can learn about finances by attending a free virtual financial education seminar using your computer, laptop or mobile device. Upcoming seminars include Planning for a Successful Retirement on Thursday, November 12 and First-Time Home Buyers on Tuesday, November 17. You can sign up here for one or both seminars.

To help you develop a retirement or investment plan, an advisor from the RTN Financial & Retirement Group** can meet with you at your convenience. Together you’ll evaluate your financial situation, outline your goals, create an individualized plan and review that plan periodically to make sure you are on track. To set up a complimentary consultation, call 781-736-9900, Option 8 or email caroline.beermann@cunamutual.com.

We encourage you to take advantage of the many ways we can help you save money and prepare for your financial future.

For more information, contact a Member Services Representative at 781-736-9900 or visit our website.

*APR=Annual Percentage Rate. All car, light truck, SUV, van, motorcycle, boat and recreational vehicles with adequate vehicle value are eligible for a loan. The annual percentage rate (APR) quoted is for model year 2018 – 2021 cars, vans, SUVs and light trucks, reflects an automatic loan payment, is accurate as of October 23, 2020, subject to change, and may be withdrawn at any time without notice. The APR you receive is based on your credit score. Adequate vehicle insurance required. Other terms and conditions apply. Visit rtn.org or contact Member Services at 781-736-9900 or info@rtn.org for current offers. Loan example: 2.45% APR loan for 36 months has a monthly payment of $28.84 per $1,000 borrowed.

**Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-3296624.1-1020-1122.

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