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We're your
credit union...why go anywhere else?
Electronic
Services | Loan
Services | Member
Services | Financial
Services
Gulf Coast FCU is pleased
to announce its latest no cost service
offered through the Money Concepts
Financial Planning Center. Money Concepts
is a Personal Financial Planning and
Investment Services Program. Money
Concepts can create a personal financial
plan to achieve your financial goals.
Ask a Member Service Representative
to schedule an appointment at any
Gulf Coast FCU location.
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Services
Available:
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Products
Available:
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Money Management
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Mutual Funds
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Variable Annuities
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Retirement
Rollovers
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Life Insurance
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Long Term
Care
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TRS Rollovers
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403B Plans
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Roth IRA
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401K Rollovers
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Bonds (Mutual
Funds)
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Fixed Annuities
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Estate Planning
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Disability
Insurance
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529 College
Plans
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Financial
Seminars
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IRA-Traditional
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401k Asset
Allocation
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Retirement
Analyis/Planning
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403B Rollovers
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Jaime Rios
Certified Senior Advisor
Registered Financial Consultant
361-851-8675 / 1-800-211-9723
Fax 361-882-6701
3649 Leopard Ste. 404
Corpus Christi, TX 78408
jrios@moneyconcepts.com
All Securities through
Money Concepts Capitol Corp. Member
NASD/SIPC, 11440 Jog Rd., N. Palm
Beach Gardens, FL 33418-3764 (561)472-2000.
The products offered through Money
Concepts (1) Are not insured by the
FDIC or NCUA or any other government
agency. (2) Are not deposits or other
obligations of, or guaranteed by,
any bank, or credit union or any affiliates
and (3) Are subject to investment
risks, including possible loss of
principle amount invested.
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