Southern Security Credit Union partners with Credit Union Wealth Group (Polaris Financial) to offer wealth management services
Millington, TN — Southern Security Federal Credit Union (Southern Security) has partnered with Polaris Financial's Credit Union Wealth Group (CU Wealth) to offer financial planning and investment management services to all of its members. The Southern Security team of dynamic business experts have a mission to help members financially - whether through savings, lending, investing, or wealth management and planning. Wealth management and investments are yet another great addition to the credit union’s personal service and unmatched convenience. The full service wealth program will provide the credit union with a dedicated financial advisor, program management, marketing, compliance, and back office support.
Each member receives a personal advisor who provides financial planning and investment management services:
● A dedicated financial advisor
● Retirement & Life Event Planning
● Managed investment portfolios; no minimum
● Digital client portal & financial planning software
● 401(k) review & advice
Dawn Graeter, Chief Executive Officer at Southern Security Federal Credit Union, on the partnership:
“We are thrilled to be able to offer financial planning to our already robust service offerings. We are continuously looking at better ways to serve our membership and partnering with CU Wealth Group gives our members a trusted advisor to help plan for their future.”
Evan Kulak, Wealth Advisor at CU Wealth Group (Polaris), on the partnership:
“We are looking forward to our partnership with Southern Security Federal Credit Union and the opportunity to work with its members. SSFCU recognizes each member’s needs are unique and services can be tailored to those individuals. We understand the importance of trust and value between credit unions and their members and community. Our advisory team works hand in hand with the credit union team and members to offer a seamless experience and the highest member satisfaction.”
About Southern Security Federal Credit Union:
Southern Security Federal Credit Union is a not-for-profit financial cooperative whose mission is to help its members financially. Whether that’s through providing savings options, being a lending source or simply providing convenience, each member’s needs are unique. To learn more about Southern Security Federal Credit Union please visit www.southernsecurity.org.
About Credit Union Wealth Group (Polaris Financial):
Credit Union Wealth Group, part of Polaris Financial, is a nationwide Registered Investment Advisor that specializes in providing credit unions and banks with turn-key, fee-only wealth management programs. Polaris’ Credit Union Wealth Group works to service the credit union channel. To learn more please visit www.cuwgroup.com.
Investment products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Interactive Brokers Group, LLC, member of FINRA/SIPC. Credit Union Wealth Group and Southern Security Federal Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. Products and services offered through Credit Union Wealth Group are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.
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