Financial Planning Service At CBCCU
Financial planner Laura Clark-Brown is available to meet with members by appointment at the CBCCU Clarkston office or her office. Laura Clark-Brown started Successful Equity Management, Inc. in August of 2000, and brings over 20 years of experience. She is a Registered Financial Consultant as well as a Investment Advisor Representative with Transamerica Financial Advisors, member FINRA/SIPC.
Areas of experience are: comprehensive financial planning, retirement planning, insurance and annuities, mutual funds, fee-based asset management, 401(k)/PSP/IRAs, IRA distributions, and estate planning. Laura will function as your "Financial Counselor"- helping to ensure that all of the critical areas of your financial picture are properly coordinated and working towards your goals and objectives.
Laura is also the guest speaker at many of our Educational Seminars which are held at the CBCCU Clarkston Office as well as other locations in our area.
For further information regarding Successful Equity Management, click on this link to their web site: http://www.successfulequitymanagement.com
Securities and Investment Advisory Services offered through Transamerica Financial Advisors (TFA) Member FINRA/SIPC and Registered Investment Advisor and are "not NCUA insured" not deposits, obligations of, or guaranteed by any credit union subject to investment risk, including the possible loss of principal amount invested.
TFA is not affiliated with Clarkston Brandon Community Credit Union or Successful Equity Management, Inc. LD28414-01/13
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, access to this information must be limited to individuals residing in Michigan.