Financial Planning Services
Marin County Federal Credit Union is pleased to provide its members with access to a wide range of financial planning services, investments and insurance products. Through a strategic alliance relationship with True North Financial Group and MML Investors Services, LLC., a registered broker/dealer and member of FINRA. Qualified registered representatives of MML Investors Services, LLC are available at Marin County Federal Credit Union to offer securities, investment advisory and financial planning services. Services offered through registered representatives of MML Investors Services, LLC., including investments and advisory services, are not NCUA insured or Credit Union Products.
Financial Products & Strategies |
Retirement Products & Strategies |
| • Life and Disability Income Insurance
• Retirement Income Needs • Budgeting and Cash Flow Study |
• Individual Retirement Accounts (IRAs) • Fixed and Variable Annuities • Retirement Needs Analysis • Tailored Retirement Strategies • Long Term Care Insurance |
Tuition Funding Strategies |
Investment Products |
| • College Costs Analysis • Insurance and Investments |
• Mutual Funds • Unit Investment Trusts • Variable Annuities |
Estate Planning |
Business Continuation Strategies |
| • Tax Reduction Strategies • Charitable Giving • Hypothetical Probate Needs Analysis |
• Funding Option Analysis • Buy-Sell Strategies • Family Business Succession • Key Person Insurance |
Executive Fringe Benefits |
|
| • Executive Bonus Plans • Split Dollar Insurance • Deferred Compensation Funding • Salary Continuation Plans • Non-Qualified Executive Fringe Benefits |
Not all products and services offered through MassMutual.
Learn more: Home | Products & Services | Calendar of Events | Licensing
Learn more about other Financial Products and Services available to Marin County Federal Credit Union members through True North Financial Group.
 |
Greg Crothers, CFP, CLTCFinancial Services Professional Contact Greg |
Greg Crothers of True North provides an array of investment, annuity, and insurance related products and services. He can discuss your financial goals and work with you to build a financial strategy to help make your goals a reality. Your strategy may utilize mutual funds, annuities, life insurance, disability income insurance or long term care insurance.
Contact Greg for a no-cost, no-obligation meeting.
Licensing
Greg Crothers is licensed to sell Insurance in the following states: AZ, CA, CO, NJ, PA, WA.
Greg Crothers is licensed to sell securities in the following states: CA, CO, NJ, WA.
He cannot communicate with nor respond to inquiries from users who reside in jurisdictions where he is not licensed to conduct insurance or securities business.
Calendar of Events
Let Greg help you achieve your financial goals. Through a series of seminar events, you can gain the knowledge you need to help build your financial health for your future.
Refer to this page often to view upcoming events. To accommodate everyone, we ask that you make a reservation if you wish to attend one of our seminars. To RSVP, contact Marjorie Schlesier at mschlesier@financialguide.com or call 800/ 396-5787.
2011 Events and Seminars |
|||
| Event | Date | Time | Site |
| Tax Planning | February 22 | 5:30–7:30 pm | Marin Justice Center 30 N. San Pedro Rd., Suite 100 Conference Room San Rafael, Ca. 94903 |
Neither MassMutual nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel on specific legal and tax matters.
• NOT A BANK OR CREDIT UNION DEPOSIT OR OBLIGATION
• NOT FDIC OR NCUA INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT GUARANTEED BY ANY BANK OR CREDIT UNION
• MAY GO DOWN IN VALUE
Greg Crothers is a Registered Representative of MML Investors Services, LLC, member SIPC. Supervisory office: 2121 N. California Blvd. Ste. 395 Walnut Creek, CA 94596. 925-979-2300. Marin County Federal Credit Union is not a subsidiary or affiliate of MML Investors Services, LLC or MassMutual.
