Investments

Investment and Execution Strategies

Members of San Francisco Federal Credit Union have access to additional products and services through MassMutual, Northern California. A qualified financial advisor can help with a variety of financial strategies.


Business Continuation Strategies

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

Estate Planning

  • Tax Reduction Strategies
  • Charitable Giving
  • Hypothetical Probate Needs Analysis

Executive Fringe Benefits

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

Employee Benefit Program

  • Life and Disability Income Insurance
  • Pension, Profit Sharing, and 401k Plans
  • Payroll Deduction Plans
  • SIMPLE IRAs
  • Non-Qualified Retirement Programs

Financial Products & Strategies

  • Life and Disability Income Insurance
  • Retirement Income Needs
  • Budgeting and Cash Flow Study

Investment Products

  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities

Retirement Products & Strategies

  • Individual Retirement Accounts (IRAs)
  • Fixed and Variable Annuities
  • Tailored Retirement Programs
  • Long-Term Care Insurance

Tuition Funding Programs

  • College Costs Analysis
  • Insurance Products and Investments

To contact a Financial Professional for a no-cost, no obligation meeting please call 415-775-5377.

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Financial Professionals

Tony Delumen

Tony Delumen, CLTC
Financial Services Professional
925-979-2354
tdelumen@financialguide.com
CA Insurance Lic #0D47382

  • Mr. Delumen is licensed in the following states: AL, AK, AZ, CA, CO, FL, GA, IA, ID, IL, KS, KY, MA, MI, NC, ND, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV.
  • Mr. Delumen is registered to offer securities in the following states: AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, KY, MA, MN, MT, NC, ND, NE, NH, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV.
  • State of Domicile: CA
Sarah Tolson

Sarah Tolson Kim, CFP
Financial Services Professional
925-979-2318
stolson@financialguide.com
CA Insurance Lic #0F43069

  • Ms. Tolson is registered to offer securities in the following states: CAlifornia
  • State of Domicile: CAlifornia
Tillman Pugh

Tillman Pugh MBA, CFP
Financial Services Professional
925-949-7429
tpugh@financialguide.com
CAlifornia Insurance Lic #0657163

  • Mr. Pugh is registered to offer securities in the following states: CAlifornia
  • State of Domicile: CAlifornia

Not a bank or credit union deposit 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.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory office: 3003 Oak Road, Suite 250, Walnut Creek, CAlifornia 94597. 925-979-2300. San Francisco Federal Credit Union is not a subsidiary or affiliate of MML Investors Services. Local sales agencies are not subsidiaries of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. CRN202210-273806

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