Financial Planning Tools

 

Wealth Management

Whether you are launching a new career, getting married, or buying a new home, a little planning goes a long way. Schedule an appointment with our Vitae Wealth Management financial consultant to discuss your goals and get some sound advice.

Income Planning

Don’t let best laid plans go astray because of unexpected circumstances. Sit down with our Vitae Wealth Management financial consultant for guidance in managing a job change, caring for aging parents, or saving for retirement.

Wealth Transfer

Planning a strategy in advance, to receive or leave an inheritance, can greatly decrease your liabilities at the time of transfer.

We can help you:

  • Begin saving for retirement
  • Plan for college
  • Leave a legacy
  • Support a cause
  • Draw retirement income

To get started designing your plan, contact Arrha Credit Union Financial Services, Financial Consultant Shawn Torres AIF® today to schedule a free, no-obligation appointment or call him at 413.754.3212 or email him at storres@arrhafinancial.com.

 

Securities and advisory services are offered through Next Financial Group (Next), a registered investment advisor and broker dealer (member FINRA/SIPC). Insurance products are offered through Vitae Wealth Management or its licensed affiliates. Arrha Credit Union and Vitae Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of NEXT offer products and services using Vitae Wealth Management. These products and services are being offered through NEXT or its affiliates, which are separate entities from, and not affiliates of, Arrha Credit Union or Vitae Wealth Management. Securities and Insurance offered through NEXT or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

  Not Guarantees of the credit union  

  Not Bank Deposits or Obligations  

  May Lose Value