Financial Planning
Products and Services
Financial Products and Services are now available to San Francisco Federal Credit Union members through San Francisco Bay Area Insurance Agency.
• Life and Disability Income Insurance
• Retirement Income Needs
• Budgeting and Cash Flow Study
• Individual Retirement Accounts (IRAs)
• Fixed and Variable Annuities
• Retirement Needs Analysis
• Tailored Retirement Programs
• Long Term Care Insurance
• College Costs Analysis
• Insurance and Investments
• Mutual Funds
• Unit Investment Trusts
• Variable Annuities
• Tax Reduction Strategies
• Charitable Giving
• Hypothetical Probate Needs Analysis
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• Funding Option Analysis
• Buy - Sell Strategies
• Family Business Succession
• Key Person Insurance
• Executive Bonus Plans
• Split Dollar Insurance
• Deferred Compensation Funding
• Salary Continuation Plans
• Non-Qualified Executive Fringe Benefits
• Life and Disability Income Insurance
• Pension, Profit Sharing, and 401k Plans
• Payroll Deduction Plans
• SIMPLE IRAs
• Non-Qualified Retirement Programs
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To get started, contact JP or Eric for a no-cost, no-obligation meeting by calling (415) 775-5377 or e-mailing financial_planning@SanFranciscoFCU.com.
Not all products and services offered through MassMutual.
Learn more
Financial Advisors
Calendar of Events
Licensing
Neither MassMutual nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel on specific legal and tax matters.
JP McDermott and Eric Furstner are Registered Representatives of MML Investors Services, LLC.
Supervisory office:
2121 N. California Blvd. Ste. 395 Walnut Creek, CA 94596. (925) 979-2300. San Francisco Federal Credit Union is not a subsidiary or affiliate of MML Investors Services, LLC or MassMutual.
• NOT A BANK OR CREDIT UNION DEPOSIT OR OBLIGATION
• NOT FDIC OR NCUA INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT GUARANTEED BY ANY BANK OR CREDIT UNION
• MAY GO DOWN IN VALUE
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