Financial Planners

UnionSmart financial planners are familiar with the unique circumstances of Labor Union members. They are aware of financial plans that best suit the retirement needs of a working family.

When you work with a CERTIFIED FINANCIAL PLANNER™ professional, you should expect to receive services that are conducted ethically, with integrity, objectivity, honesty and diligence. You deserve to have your interests placed ahead of the interests of your financial planner. UnionSmart ensures its members that it will recieve that service from its finacial planners listed on this site.

Ameriprise Financial - John Barrow

Ameriprise Financial Advisor: John R. Barrow III My Approach As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help yo...

ING Financial Partners in CA

Know your "Number" and Protect your "Number!" Rumbaugh Financial is here to help you know your "Number" and protect it. Your "Number" is the amount of money an individual or couple will need to have saved by the time they retire to l...

UnionSmart Financial Planning for Pensioners

 

Nowadays there are several financial services that are increasingly important to labor union members. Many are centered around retirement planning issues. 401(k)’s, 203(b)’s, 457’s and traditional pensions make up the vast majority of financial_services.jpgretirement plans. These are, for the most part, Defined Contribution Plans under ERISA (Employee Retirement Income Security Act). That means that the employer offers the group benefit to the employee by deducting a pre-determined amount or percentage from the worker’s paycheck to fund their retirement account. This may or may not be matched by the employer.

Financial Planning Tips

Financial Planning For The New Year

Top Tips for Financial Planning

Is one of your new year's resolutions to build up your cash reserves?  What about helping out those less well off than yourself? 

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