Planning

Expert guidance from Education First Financial Group

Create a retirement or college savings plan

Prepare for your future with our help

Your financial goals are our priority. Sal Guerrero, VP 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.

*Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.

FR-1684836.1-0117-0219