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Riverbank Wealth Management

Monroe County Community Credit Union is partnered with Riverbank Wealth Management to provide our membership with effective portfolio and financial planning. RWM provides one-on-one counseling on investment management, risk management, financial planning, tax strategies and retirement planning. Their goal is to make you well informed about your financial situation and to provide solutions with your interests first.

As a member, you benefit from this partnership because MCCCU offers this service to our members at no cost. Having access to a wealth advisor is very beneficial as people work to recover from the recession, as they can provide the tools to help you create, manage, protect and grow wealth. With interest rates currently at record lows, our Board of Directors took the step to make this important service available to you! Riverbank is a local firm whose staff also live and work within our community!

Some of the services available to you through Riverbank are:

  • Retirement planning, including income and capital needs analysis
  • Education funding and planning
  • Risk management strategies, management of restricted stock and concentrated holdings 
  • Income & capital gains tax analysis and strategies
  • Estate planning and estate tax minimization strategies
  • Wealth transfer and protection strategies for individuals and business owners
  • Life and health insurance advisory services
  • Sec. 403B educational retirement plan advisory services
  • Customized portfolio management services

And for those who utilize MCCCU's business services, Riverbank's Business Client Services include:

  • Employee benefit, retirement, and deferred compensation plan management
  • Corporate cash and liquidity balance management
  • Executive benefit plan management
  • Succession planning

A meeting with a wealth management advisor is an opportunity to take your future financial health into your hands! Our Riverbank Wealth Management representative is Pansy Heath.


 Pansy Heath, (734) 430-4648


 For more information, visit Riverbank Wealth Management's website: http://www.riverbankwa.com/

Securities offered through Regulus Advisors, LLC. Member FINRA/SIPC.
Investment advisory services offered through Regal Investment Advisors, LLC. a SEC Registered Investment Advisor, Regulus Advisors and Regal Investment Advisors, LLC are affiliated entities. Regulus Advisors and Regal Investment Advisors, LLC are independent of Riverbank Wealth Management and Monroe County Community Credit Union.
 
Not NCUA Insured Not Credit Union Guaranteed May Lose Value

Investments with Riverbank Wealth Management are not deposits or other obligations of, or guaranteed by, Monroe County Community Credit Union and are not Federally insured by the NCUA. Products are subject to investment risks, including possible loss of the principle amount invested. 

 

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NCUA - Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government agency. Equal Housing Lender - We do business in accordance with the Fair Housing Law and Equal Opportunity Credit Act