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360° WealthVision

 


SCE FCU addresses the comprehensive financial needs of our members, by integrating ourselves into our members’ financial lives. Based upon the members' needs, we customize financial consulting, progress monitoring, projections and future cash flow needs to meet specific goals, asset re-allocation analysis, legacy planning, and investment tax planning. Our service is brought to our members via Web-based financial planning software that allows for world wide access to daily valuations and updates of our members entire financial lives, all on a secure network provided by LPL Financial. This platform allows for immediate access by multiple advisors all of the necessary data needed to serve on a client’s behalf.  

Professional Financial Planning & Consulting requires the coordination of time, information, research, strategy, people, analysis, decisions, and service. Many members have expressed how surprised they were with the amount of energy, commitment and detail it takes to develop and maintain a business or personal financial plan. A financial plan can address a single issue or result in a comprehensive analysis. Ask us for a free demonstration today!