Personalized Services
Wauna Investment Services and Richard Parker, your Financial Consultant are committed to serving your personal and business needs with integrity, honesty and impartiality. A competent and dedicated professional with twenty-six years of experience, Rich is committed to developing long term relationships with service performed in a prompt and thorough manner. You will be secure in the knowledge that he will maintain your confidentiality and treat you with fairness and professionalism.
We can assist with many of your investment and insurance related needs and specialize in all phases of the retirement planning process.
Critical Choices for Retirement
What will you do with the money in your retirement account when you change jobs or retire?
You have already made a wise investment in your future when you chose to participate in your retirement plan. Now it is time to decide what you will do with the money you've earmarked for retirement. First you must be sure you understand all of your options.
Customized Solutions
Determining what to do with retirement distributions and choosing retirement options can be complicated and confusing. Similarly, making major changes in your career or lifestyle can be stressful. The decisions you make require a thoughtful and well-executed strategy and should be based upon your individual financial goals.
Professional Advice
There is no reason for you to stumble through this process alone. At Wauna Investment Services you have access to a knowledgeable and experienced Financial Consultant to help you understand and simplify the complicated regulations and paperwork involved in the retirement distribution process.
Rich Parker can help you identify and clarify your retirement planning needs and goals and will work with you to determine what type of investments and strategies suit your situation best. Rich is committed to serve your needs with integrity, honesty and impartiality.
Seven Steps to an Effective Solution
At Wauna Investment Services we recognize you as a unique individual with your own specific needs and goals. This is why we encourage you to take advantage of our free consultation where we can help you gain a clear picture of your goals with the following seven key steps in our financial counseling process.
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Clarify financial needs and goals
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Financial risk assessment
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Educate and learn
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Review, evaluate and develop a strategy
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Recommendations
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Implementation
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Periodic review
Schedule a Consultation
We encourage you to take advantage of Rich Parker's knowledge and experience and schedule your free counseling appointment today at a local Wauna Credit Union branch near you.
Toll Free 1-800-773-3236
Direct # 1-503-338-1842
Cell # 1-877-728-4110