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LET YOUR MONEY WORK FOR YOU

 

 

The Metro Community Federal Credit Union is pleased to introduce you to Whitney Stricklin.  Whitney has been in the financial industry since September 2001 and a certified Financial Planner since September 2007.  Whitney graduated in 2001 from West Virginia University with a Bachelor of Science in Business Administration and a Bachelor of Arts in Economics.

As a member of the MCFCU your financial matters are not limited! You shouldn’t just work for your money, your money should work for you. Executive financial planning is designed to help navigate through the hard times in life while giving you financial clarity about your future. Whitney Stricklin will help you turn your financial dreams into reality.

Whitney is looking forward to working with our members and will be happy to set up a consultation appointment with you today! Below are the many Financial products and services that Whitney offers.

Financial Resources Services:

  • Comprehensive Financial Planning
  • Life & Disability Income Insurance Needs
  • Review of Savings and Investments
  • Retirement Income Needs
  • Budgeting and Cash Flow Study 
  • Retirement Products & Services

Retirement Products & Services:

  • Individual Retirement Accounts  (IRAs)   
  • Fixed and Variable Annuities
  • Retirement Needs Review
  • Long Term Care Insurance 
  • Analysis of Investment Alternatives

Tuition Funding Programs:

  • College Funding Strategies 
  • College Cost Analysis

Investment Products:

  • Stocks, bonds, ETF’s
  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities
  • Direct Participation Programs
  • Securities Brokerage Services
  • Wealth Management Service

Estate Planning:

  • Estate Preservation
  • Tax Reduction Strategies
  • Charitable Giving

Business Continuation Planning:

  • Funding Strategies
  • Buy-Sell Strategies 
  • Family Business Succession Planning 
  • Key Person Insurance

Executive Fringe Benefits:

  • Executive Bonus Plans
  • Split Dollar Insurance
  • Deferred Compensation Funding Strategies
  • Salary Continuation Plans
  • Non-Qualified Executive Fringe Benefits

Employee Benefit Programs:

  • Life and Disability Income Insurance
  • Pension, Profit Sharing and 401(k)plans
  • Payroll Deduction Plans
  • SIMPLE IRAs
  • Non-Qualified Retirement Programs
  • Group Insurance- Groups 2+i.e., Health & Dental

 

Schedule an appointment with Whitney today!

Phone: 304-697-4652
215 18th st
Huntington, WV 25703

All Securities through Money Concepts Capital Corp., Member FINRA/SIPC and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Money Concepts Capital Corp. 1140 North Jog Road, Palm Beach Gardens, Florida 33418