Partnering in Your Financial Future

The RTN Financial & Retirement Group, led by Financial Advisors Douglas Stocklan and Christine Belair, CFP®, continue to be available for financial planning and investment management advice during the COVID 19 pandemic.

Doug and Christine are meeting with clients via phone appointments, WebEx video conferences and driveway appointments for paperwork processing utilizing personal protective equipment and social distancing.

Upcoming virtual seminars include:

Wednesday, August 12:  Income for Life

Wednesday, August 19:  How to Weather a Bear Market

Wednesday, August 26: Social Security & Your Retirement

Wednesday, September 2: The Return of Conservative Investing

You may check the background of our investment professionals on FINRA’s BrokerCheck.

The RTN Financial & Retirement Group program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

A smart financial strategy means planning for today while preparing for tomorrow. For more than a decade, the RTN Financial & Retirement Group* has provided this service for our members. Whether you’re just starting to save or are looking for more sophisticated money-management tools, the RTN Financial & Retirement Group can help you meet your personal financial objectives including planning a comfortable retirement, providing a college education or saving for a home.

During your no-cost, no-obligation meeting with an experienced financial advisor, together you’ll evaluate your financial situation, outline your goals, develop a plan and review that plan periodically to make sure you’re on track. In addition, you’ll have access to a comprehensive online library to help you better understand financial and investment principles.

To meet with an RTN Financial & Retirement Group advisor, call 781-736-9900, option 8.

*RTN Financial & Retirement Group Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor. 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.You may check the background of our investment professionals on FINRA’s BrokerCheck.


Experienced Professionals Who Care

Doug Stocklan

Douglas Stocklan, Financial Advisor

Christine Belair

Christine Belair,
Financial Advisor

RTN Financial & Retirement Group representatives are fully registered, licensed and experienced investment and retirement planning professionals who care about people and are dedicated to helping them build financial strength and security for life. The representative will work with you to help you achieve your personal financial goals and provide information on the following services and products:

  • Insurance Planning
  • Retirement Planning
  • Investment Planning
  • Education Funding
  • Business Planning
  • Mutual Funds
  • Stocks/Bonds

To meet with an RTN Financial & Retirement Group advisor, call 781-736-9900, option 8.

Douglas StocktonDouglas Stocklan

Financial Advisor
RTN Financial & Retirement Group
Cell:781.760.4428
Click For More Information

Located at:
RTN Federal Credit Union
365 Boylston Street
Brookline, MA 02445
Phone: 781.736.9900, option 8
Cell:781.760.4428
Fax: 781.736.9849
Doug.Stocklan@cunamutual.com

As a Financial Advisor, Doug is especially qualified to provide credit union members with professional assistance, quality financial products and dependable service. Doug is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities products, such as mutual funds and a member of FINRA and SIPC. Doug is also a licensed insurance agent.

Education: BA Lawrence University, Appleton, Wisconsin
Career Highlights: Financial Services Industry 1996–present
Personal: Married, two children
www.linkedin.com/in/dbstocklan51

Christine Belair, CFP®

Financial Advisor
RTN Financial & Retirement Group
Cell: 978.302.4096

Click For More Information

Located at:
RTN Federal Credit Union
345 Main Street
Tewksbury, MA 01876
Cell: 978.302.4096
Fax: 978.858.0749
Christine.Belair@cunamutual.com

Christine is a CERTIFIED FINANCIAL PLANNER™ and specializes in helping members identify and prioritize their financial objectives so that a customized plan can be developed. She is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities products such as mutual funds, and a member of FINRA and SIPC. Christine is also a licensed insurance agent.

Education: BA Mount Holyoke College, South Hadley, MA cum laude
Career Highlights: Financial Services Industry 2006-present, CBSI Rookie of Year ’18, Women of Distinction ‘20
Personal: Married with a son
https://www.linkedin.com/in/cbelaircfp


Build Your Own Financial Program

RTN Financial & Retirement Group makes available a variety of insurance and investment products that complement those offered by RTN. The program can provide a package of protection and asset accumulation products that can help you meet your personal financial objectives.

1. Protection

The first priority is protecting what you have, including your standard of living, through insurance protection programs for individual family and business needs.

2. Accumulation

Next, you will want to save and invest through diversified investment programs**—mutual funds, stocks, bonds, annuities, money market funds, limited partnerships, unit investment trusts and other products—depending on your financial objectives.
*Available through CUNA Brokerage Services, Inc., 2000 Heritage Way, Waverly, Iowa 50677, Member FINRA/SIPC.

3. Wealth Management

And finally, the timely, effective management of your assets—including tax planning, transfers of assets and estate planning***—is vitally important in reaching your financial goals.
***Representative is not a tax advisor or attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including discussions about your estate planning needs, talk to your lawyer.

To meet with an RTN Financial & Retirement Group advisor, call us at 781-736-9900, option 8.


Weekly Economic Updates

August 2020

July 2020

June 2020

May 2020

April 2020

March 2020

 

February 2020

January 2020

January - December 2019

January - December 2018

January - December 2017

January - December 2016

*RTN Financial & Retirement Group Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC , a registered broker/dealer and investment advisor. 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-3149291.1-0720-0822