PERSONALIZED & CONFIDENTIAL
FINANCIAL PLANNING GUIDANCE
- Do you have a plan for your financial future?
- Are you confident you're making the right money decisions
now?
Jonathan Pond is offering a unique, personalized financial
review to members of the Harvard University Employees Credit
Union that is filled with objective analysis and guidance.
Your report will cover:
- Saving techniques and strategies
- Investing wisely (even if you're just beginning)
- An insurance review
- Smart ways to manage your debt
- Financial challenges, like a home or college
- Ways to reduce your income taxes
- Achieving or living your retirement dreams
- Working with financial professionals
- Estate planning for you and your family
SPECIAL BENEFIT TO HARVARD UNIVERSITY EMPLOYEES CREDIT
UNION MEMBERS AND FAMILIES
Road Map is available only through associations
who are offering this benefit. As a member you are entitled
to a 25% discount, so you pay only $75 for this valuable
service.
www.yourfinancialroadmap.com |