Five Steps for Leaving a Lasting Legacy
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| Tracy Aalvik and Breta Grumbois are Financial Advisors with Fibre Financial Group located at Fibre Federal Credit Union, serving the Lower Columbia area.
They can be reached at 360-414-4223. |
Scott Thompson is a Financial Advisor with Fibre Financial Group located at Fibre Federal Credit Union, serving the Lower Columbia area as well as Oregon Coast.
He can be reached at 360-575-5705. |
A message from Fibre Financial Group
It can be an uncomfortable topic, but estate planning is a critical step to help ensure you leave a lasting legacy for your loved ones. A good plan can also help alleviate a lot of stress and confusion during an already emotionally charged time. Even if you have a will, it doesn’t mean things will go smoothly or that you’ll avoid probate, which is surprising to some. Check out our helpful guide, Five Steps for Leaving a Lasting Legacy, for considerations you might not have thought of. Simply click below to get your copy today.
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Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/ NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI-3220379.1-0820-0922
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| Minimum to Open | Minimum Monthly Balance | Minimum to Earn APY | Balance Method | Compounded / Credited | Current Dividend | APY |
|---|---|---|---|---|---|---|
|
$5 |
$5 |
$50 |
Daily |
Monthly |
0.05% |
0.05% |
Rate is effective September 18, 2024 and is subject to change.
Also see terms for accounts.
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