The Time for Financial Planning is Now!
Partnership with Solitude Wealth Management
Hercules First Federal Credit Union has partnered with Solitude Wealth Management to provide a new level of financial planning services for our members. We have developed a close trusting relationships with each of our members and now want to offer some additional financial planning services to our membership as we continue “Growing Stronger Together”.
Meet our Financial Advisors
Consider a free consultation with our financial advisors, Deno and George Roumpos. Give us a call and we’ll be happy to schedule a free one-on-one consultation with you at your convenience.
Your financial advisor is your sounding board to 1) give you confidence that you can retire or 2) give you constructive criticism of possibly delaying retirement to help position you so you don’t have to go back to work. He/she can help you figure out… Read more.
The mere thought of retirement for many pre-retirees can be overwhelming, if not frightening. Entering retirement comes with a lot of complex and unique risks that individuals need to consider. And with these risks often come misconceptions about planning, preparation and timing. Read more.
A Financial Advisor You Can Trust
We understand how important it is for you to be able to trust your financial advisor, particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it’s important to have a trusted partner you can count on to give you the news straight and look after your best interests for the long-term.
Our financial advisors are experienced, responsive and understand your need for integrity, transparency and sound financial advice. Here are just a few examples of how they can help:
Schedule an Appointment
To schedule a time to discuss your financial future, please visit us at our main office in Hercules First Federal Credit Union or call us at the Credit Union at (801) 968-9011
Long Term Care
IRA Legacy Planning
Wills & Probate
Investment advisory services offered through Solitude Wealth Management, a Registered Investment Advisor, 10653 S. River Front Parkway, Suite 290, South Jordan, Utah 84095. Telephone: (801) 797-6232.
|Not (FDIC/NCUSIF) Insured
Not a Deposit
|No (Bank/C.U.) Guarantee
May Lose Value
Not insured by any federal government agency
Free Dinner and Education Seminar
Get Answers Now!
Hercules Credit Union invites all members to take advantage of the Financial Advisors on our team. Our highly qualified financial planners offer free consultations for retirement, asset protection and any other financial planning service.
Two Free Dinners and Financial Seminars each Month
You don’t have to be a member, so bring your spouse or friend and join us at our main office:
3141 West 4700 South, Taylorsville, Utah
We have two seminars each month, generally on the 2nd and 3rd Wednesdays at 6 p.m. (See schedule below).
Meet our Financial Advisors
Come and get your questions answered. Space is limited so reserve your spot by completing the form below or calling Cammie at 801-968-9011. If these dates don’t work for your schedule, you should still call so we can schedule you at a more convenient time.
Complete this form to RSVP Today
2020 Financial Planning Seminar Schedule - DinnersFinancial Planning Seminars
|January - 15th and 22nd||6:00 p.m.|
|February - 12th and 19th||6:00 p.m.|
|March - 11th and 17th||6:00 p.m.|
|April - 15th and 22nd||Cancelled|
|May - 13th and 20th||Cancelled|
|June - 10th and 17th||Cancelled|
|July - 8th and 15th||Cancelled|
|August - 12th and 19th||6:00 p.m.|
|September - 16th and 23rd||6:00 p.m.|
|October - 14th and 21st||6:00 p.m.|
|November - 18th||6:00 p.m.|
|December - 9th and 16th||6:00 p.m.|
2020 Financial Planning Seminar Schedule - BreakfastsFinancial Planning Seminars
|January - 11th and 18th||10:00 a.m.|
|February - 8th and 15th||10:00 a.m.|
|March - 14th and 21th||10:00 a.m.|
|April - 11th and 18th||Cancelled|
|May - 9th and 16th||Cancelled|
|June - 6th and 13th||Cancelled|
|July - 11th and 18th||Cancelled|
|August - 8th and 15th||Cancelled|
|September - 12th and 19th||10:00 a.m.|
|October - 10th and 17th||10:00 a.m.|
|November - 7th and 14th||10:00 a.m.|
|December - 5th and 12th||10:00 a.m.|