Coordinating Your Assets: Article

The Importance of Coordinating your Assets

Many investors have financial assets at multiple financial institutions. Changing employers, banks or credit unions, even financial advisors, you may find yourself getting numerous statements from different organizations. Having your assets spread among so many different vehicles with different investment professionals may inadvertently lead to you having investment strategies without a consistent overall goal. Not utilizing similar strategies can result in having conflicting investments that do not meet your objectives and long-term financial needs.

Through Mill City Investment Services, located at Mill City, you can work with our seasoned Financial Advisors to consolidate your assets and coordinate an overall financial and investment program with a cohesive strategy. The importance of having your assets all working towards your goals in a consistent, manageable format cannot be overstated as you strive toward financial security.

To work with the Financial Advisors located at Mill City a Division of City & County Credit Union and learn more about coordinating your financial future, please contact one of our Financial Advisors located at Mill City.

Thomas Walker ChFC at Minnetonka Branch Brad Palmersheim at Champions Center Branch
Tom Walker Brad Palmersheim
10653 Wayzata Blvd 1 General Mills Blvd
Minnetonka MN 55305 Golden Valley MN 55426
763-764-6963 763-764-6948

Securities and investment advisory services offered through Cetera Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Neither Cetera Advisor Networks, LLC, nor any of its representatives may give legal advice. Investments are • Not NCUSIF insured • May lose value •Not financial institution guaranteed • Not a deposit • Not insured by any federal Agency.