SAC Financial Services
Education Planning
Saving for College, 529 Plans
Estate Planning
Care for Special-Needs Children and Grandchildren, Business Continuation Plans, Creating a Will or Trust*
Financial Planning
Stocks and Bonds, Mutual Funds, Review Current Portfolio, Annuities
Insurance
Life Insurance, Long-Term Care Insurance, Burial Trust/Financial Expenses, Disability Insurance, Medicare Supplements
Retirement Planning
IRA Investing Options, 401 (k) Rollovers, Income for Life, CD Alternatives
Call for questions.
Tom McDonald
tmcdonald@sacfcu.com
(402) 829-6345
Visit the SAC Financial Services webpage.
SAC Financial Services / Securities America Inc. Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc. SAC Financial Services and Securities America, Inc. are unaffiliated. *Tax & Legal services offered in conjunction with a qualified tax and or legal professional. Not NCUA Insured, No Credit Union Guarantees, May Lose Value