Checking
Savings/Investments
Consumer Loans
Home Equity
Mortgages
Credit Cards
Convenience Services
Financial Planning



YOUR FINANCIAL ROAD MAP
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