Planning

Professional guidance from Education First Financial Group

Create a retirement or college savings plan

Prepare for your future with our help

The Education First Group program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. Your financial goals are our priority. Sal Guerrero, Vice President of Wealth Management and Education First Financial Group Representative, can help you plan for retirement, college or estate transfers**. He'll review your current portfolio to ensure your investment strategies align with your financial goals, or if you're a first time investor, he'll work with you to develop the right plan.

Financial planning services for Southeast Texas

The first step we take is to listen to your specific needs and goals. Then we work closely with you to create customized plans that we continue to monitor and adjust as necessary.
  • Retirement Income Planning: You've worked hard to build up your retirement funds, and we'll create a money-management strategy that fits your financial needs and lifestyle.
  • Saving for College: College is a worthwhile investment that requires careful planning. Start saving today to give you or your children a financial head start.
  • Estate Planning: Based on your specific wealth-transfer wishes, we'll create a plan that ensures your investments and other assets are transferred properly to heirs and organizations.

Our Investor Connection site provides more information about our comprehensive planning services.

Check the background of this investment professional on FINRA's BrokerCheck.

*Education First Financial Group Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor. 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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. 
**Representative is neither a tax advisor nor attorney. For information regarding your specific tax institution, please contact a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney. 

FR-2136358.1-0518-0620