Is Your Retirement Plan on Track?

A Message from Endura Financial Investment Services

A key element of any retirement plan is taking the time to periodically review your finances. Although current income is the main concern of most retirees, the probability of an extended retirement period often makes it essential for retirees to continue to invest for a greater return. It is important to periodically check that your asset allocation still suits your current objectives, time horizon and risk tolerance and make any necessary adjustments. How you ultimately allocate your portfolio depends on your personal circumstances.

Is your retirement plan on track? Consider a review of your retirement situation by contacting Troy Barta, the Endura Financial Investment Services Representative, for a no-cost, no-obligation analysis. To schedule an appointment with Troy, simply call 1-800-533-4004 or 952-738-7609.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 1-866-512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. FR01970189RET (0502)