Partnering in Your Financial Future

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 us at 781-736-9877 or contact our member assistance center at 800-369-2862.

*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.

Experienced Professionals Who Care

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 us at 781-736-9877 or contact our member assistance center at 800-369-2862.

Michael BeckMichael W. Beck, CFP

Vice President, Wealth Management
RTN Financial & Retirement Group
Cell: 781.795.2138

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Located at:
RTN Federal Credit Union
600 Main Street
Waltham, MA 02452
Phone: 781.736.9877
Cell: 781.795.2138
Fax: 781.736.9849
Michael.Beck@cunamutual.com

As Vice President, Wealth Management, Michael is especially qualified to provide credit union members with professional assistance, quality financial products and dependable service. Michael 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. Michael is also a licensed insurance representative of CMFG Life Insurance Company.

Education:
BA University of California at Davis 1981
JD University of San Diego 1984
CFP American University 2008

Memberships:
Life Member National Eagle Scout Association
Merrimack School Budget Committee
2008–2011
BSA District Roundtable Commissioner
2010–Present

Career Highlights:
Financial Services Industry 1996–Present
MEMBERS Excellence Award 2004–2012
Honors Academy Star Achievement Award 2011

Personal:
Married, two children

Douglas StocktonDoug Stocklan

Financial Advisor
RTN Financial & Retirement Group
Cell:781.760.4428

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Located at:
RTN Federal Credit Union
365 Boylston Street
Brookline, MA 02445
Phone: 781.736.9877
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 representative of CMFG Life Insurance Company.

Education:
BA Lawrence University, Appleton, Wisconsin

Career Highlights:
Financial Services Industry 1996–present

Personal:
Married, two children

Check the background of our investment professionals on FINRA’s BrokerCheck.

 

 


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 781-736-9877 or contact our member assistance center at 800-369-2862.


Weekly Economic Updates

January 17, 2017
January 9, 2017

December 26, 2016
December 19, 2016

December 5, 2016

November 28, 2016
November 14, 2016

October 24, 2016
October 10, 2016
October 3, 2016

September 26, 2016
September 19, 2016
September 12, 2016


July 4, 2016

June 20, 2016
June 13, 2016

May 31, 2016
May 23, 2016
May 16, 2016
May 9, 2016
May 2, 2016

April 25, 2016
April 18, 2016
April 11, 2016
April 4, 2016

March 28, 2016
March 21, 2016
March, 14, 2016

February 29, 2016
February 22, 2016
February 16, 2016
February 1, 2016

FR-1499049.1-0516-0618