Check Out Our New Website Feature for 2009
Plan 4 Tomorrow … Today!

Personalized Online Financial
Planning Now Available


Tony D'Astice
Office: 866.934.5197
E-mail:
adastice@cuefinancial.com

Deer Valley Credit Union now offers Online Financial Planning. This innovative new service delivers state-of-the-art solutions to help you get on track and stay on track to your financial destination.

Do You Need a Road Map for Your Money?
Most people want to manage their debt and spending better. Are you concerned about retiring with enough money, when you want to? If you have children, you may be wondering how you are going to help pay for their college. Do you have a contingency plan that efficiently uses insurance and estate planning documents? In today's volatile stock market, making wise investment decisions is now more important than ever. The financial world can be very complex, but it doesn't have to be. Plan 4 Tomorrow simplifies it for you by providing a comprehensive approach, which helps you organize your personal finances toward goal achievement. You can now have a coordinated plan instead of disconnected pieces.

Comprehensive, Individualized and Personal Help
Your personalized, comprehensive financial plan includes an analysis of net worth, retirement, college savings, investments, insurance, spending, debt, credit and estate planning. In addition, it discusses the use of trusted advisors (Planners, Accountants, Attorneys, etc.), and it provides an action-step checklist for easy implementation.

How to Get Started
It is now easier than ever to take control of your financial future. Just log in to www.dvcu.org and click on the financial planning link. Plan your future in the comfort of your home or wherever you have Internet access – when you want and where you want.

No Excuse Planning!
Planning is a lifetime process: the secret to building wealth is not in earning a large salary or receiving a windfall – rather, it is in executing a lifetime plan and being in control. To start the year off right, Deer Valley Credit Union is offering you a $100 discount; simply enter this promotion code DV100 to receive your discount.

NOT NCUA/NCUSIF INSURED • NOT GUARANTEED BY THE CREDIT UNION
NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY •
MAY LOSE VALUE