Financial Health Check

Financial health check longer

Schedule your financial health check.

Just like scheduling your annual physical with your doctor, regular reviews with your Financial Advisor to discuss your financial situation is an important component of successful financial management. What a ‘regular review’ means to you is something you and your Mill City Investment Services Financial Advisor determine together based upon your needs.

Here are 3 quick questions to consider when determining if you should see your Financial Advisor for a review:

  • Has my financial situation changed?
  • Have you had life changes such as retirement, marriage, children, divorce, inheritances or unexpected events?
  • Has it been an extended period of time since you reviewed your financial situation with a Financial Advisor?

If you answer yes to any of these questions, you should schedule a Financial Health Check to review your accounts and overall financial situation.

If you would like to have a conversation about your financial situation, please contact Cathy Hayes at 763-764-6911 to set an appointment with Tom Walker, ChFC or Sandy Lange at 763-764-6945 to set an appointment with Brad Palmersheim who are located at Mill City Credit Union.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.