Velocity Credit Union - Velocity's Financial Planning Group

As a Velocity Credit Union member, you can take advantage of professional investment and planning services right here at Velocity. Velocity's Investment Planning Group (VIP Group) is located in our main lobby and often makes appointments at our other branches. The VIP Group provides the best in objective financial planning and investment services.

Remember that you are a VIP to us regardless of the size of your investment. When you plan your finances with Velocity, you'll be working with a team of professionals qualified to discuss your investment needs. Our representatives are registered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer.

For a free, no obligation consultation, call:

John Hemphill Biography
(512) 469-7180
(800) 933-2029, Ext. 7180
E-mail:

Upcoming Seminars

Velocity's Financial Planning Group, through our licensed CFS representative, can assist with the following aspects of your personal financial plans, including:

Investments
Mutual funds, stocks, bonds and annuities.
Individual Retirement Accounts
Mutual funds, stocks, bonds and annuities.
Retirement and Estate Planning
Plan now for a potentially long, luxurious retirement.
Risk Management
Help protect yourself from unforeseen disaster. We provide life, disability and long term care insurance.
Advanced Financial Planning
Get a clear and potentially more effective plan that matches your personal goals with suitable investments and strategies to help achieve your goals for safety, income, growth, liquidity or tax benefits.

Disclosure:
* Investment products and services offered through CUSO Financial Services, L.P., (CFS), an independent broker/dealer, are not NCUA/NCUSIF insured or credit union guaranteed and may lose value. Investment Advisor or professionals are employees of Velocity Credit Union and are registered through CFS.(Member FINRA/SIPC).

*For specific tax advice, please consult a qualified tax professional.

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Online Investing with eVISION®

eVISION® is a self-directed online brokerage service through CUSO Financial Services that gives you access to a wide range of investment products, with commissions as low as $14.95.*

eVISION® also provides you with complimentary high-powered research tools (quotes, charts, analyses, etc.) to better manage your investment portfolio.

Disclosure:
Investment products and services offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, are not credit union guaranteed, and may lose value. Independent investment representative is registered through CFS. (Member FINRA/SIPC).

*A complete pricing schedule is available online.

eVISION® is a registered trademark of CFS.