Take comfort knowing you're prepared
Life’s full of milestones—professional wealth management advice and strategies from seasoned advisors helps ensure you have the resources you need to make each one extraordinary.
Whether you’re approaching retirement, planning a big change, or just want to run your finances by us, let’s talk about how we can help plan for you and your family’s comfortable future.
Planning for Retirement
Regardless of how you envision your retirement, a comfortable, secure, and meaningful retired life doesn’t happen by accident. Turning your vision into a reality requires precise planning and preparation to plan an income stream for both essential and lifestyle expenses. Whether you’re just starting your 401k or nearing retirement (or even mid-retirement), our experienced advisers will discuss your goals, answer your questions, and carefully design a retirement plan that allows you to live comfortably while leaving the legacy you desire.
We can help you figure out…
- Am I financially prepared to retire?
- How much income can I realistically expect from my savings?
- What sources of income should I draw upon and when?
- How do I know if my income will last? Or, when/if it will run out?
- How should I handle the rollover of my 401(k) plan?
- What about taxes*, inflation, rising healthcare costs, low interest rates and the fluctuating stock market?
*Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, please consult your attorney.
Planning for Life Events
Solarity knows that when your life changes, your financial plans change, too. The MEMBERS Financial Services program located at Solarity Credit Union can help you prepare for life’s major milestones and even the curveballs you weren’t expecting.
A few examples of milestones that advisors can help you plan for:
- Buying/selling a home
- Getting married/divorced
- Having a baby
- Investing in child’s education
- Receiving an inheritance or unexpected assets
- Transitioning jobs
- Starting a business
- Choosing to accept social security
- Caring for a sick or elderly loved one
MEMBERS Financial Services located at Solarity Credit Union
There are many important financial decisions that must be made throughout someone's life, so we have collaborated with MEMBERS Financial Services to help members with all their financial needs. Whether it's a newly married young couple, parents planning for a child's education, a worker planning for retirement or someone facing an unexpected job change, Financial Advisor, Suzi Williams, can help you reach your financial goals.
Work With Someone You Trust
Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?
Our advisor can assist you with:
- Money Management
- Insurance Planning
- 401 (k) Planning
- Retirement Planning
- Estate Conservation
- Investment Planning
- Business Planning
- Education Planning
Contact Suzi Williams Today!
Whether they are large or small, contact Suzi Williams today to schedule a no-cost, no-obligation appointment to discuss your individual needs.
As a financial advisor for more than 30 years, Suzi Williams takes the time to deliver sound investment advice tailored to your to both your short- and long-term personal goals. Suzi and her team offers advice for retirement, estate, and financial planning resulting in a personalized strategy designed to help you build, protect, use and transfer your assets.
As a trusted partner of Solarity Credit Union, Suzi has a strong history of working with credit union members, their family and their friends.
- Retirement Account Planning
- Financial and Insurance Planning
- Long Term Care Insurance
- Personal Financial Assessments
- Wealth Management
- Retirement Planning
- Investment Management
- Comprehensive Financial Guidance
509.895.8925 or 509.248.1720 X 1324
(all inquiries are directed to Suzi’s Financial Coordinator: Diana Ferrari)
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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.