Retirement, 401(k), Medicare

Starting a new career or transitioning between jobs? Wondering what you should do about your 401(k) plan? When you are ready for retirement, you may be faced with important financial challenges. Our Retirement and Investment Services can provide smart options that meet your individual financial needs.

Our trusted and experienced financial advisors will work with you to:

  • Explain your investment options (401(k) vs. IRA)
  • Design a personal investment portfolio specifically for you
  • Provide a system of monitoring and adjusting your plan

Contact Our Local Long Term Care & Medicare Advisor!

Our Long Term Care and Medicare options are provided through Franklin & Associates. For more information about the services available or to schedule an appointment with our local representative to discuss your options, simply call (843) 832-7529 or email us today!

Kirk A. Matenaer

Heritage Trust Federal Credit Union does not warrant, guarantee or insure any service or product offered by Franklin & Associates Advisors or any insurance companies. HTFCU, Franklin & Associates are separate entities.

Schedule an Appointment Today!

If  you are just starting your career and want to look at 401(k) options, if you are a transitioning employee looking to edit your portfolio or if you are ready for retirement, we can help.

Contact us at (843) 832-7529 or by email.

 David Davis, Financial Advisor
Heritage Trust Federal Credit Union

 Dennis Bailey, Financial Advisor
Heritage Trust Federal Credit Union

All Securities Through Money Concepts Capital Corp., Member FINRA / SIPC
11440 North Jog Road Palm Beach Gardens, FL 33418
Phone: 561.472.2000
Copyright 2010 Money Concepts International Inc.

Investments are not FDIC or NCUA Insured
May Lose Value – No Bank or Credit Union Guarantee 

Heritage Trust Retirement & Investment Services is an independent firm not affiliated with Money Concepts Capital Corp.