WinSouth Credit Union

Help for today. Sound advice for tomorrow.

 

Member Advisory Services

FINANCIAL ANALYSIS

Now Available for WinSouth Members

When was the last time you had a complete financial checkup? WinSouth Financial Services, a subsidiary of WinSouth Credit Union, now offers this complimentary service to all members. It includes a full review of your current assets and liabilities, cash flow, retirement projections, educational funding needs, estate planning, long term care planning and more. Then your goals and objectives for the short, medium and long term future are developed. With this information, you and our Financial Advisor, Jim Houston, will review recommendations to help protect your family and reach your goals.

Questions we can help you answer regarding your financial wellness:

 
 

Send Jim an email by clicking on the email link below for a no obligation, no charge analysis at James.Houston@pesmail.com

Check the background of this firm on FINRA’s BrokerCheck

WinSouth Financial Services, Inc. is a division of WinSouth Credit Union. Investment Advisor Representative of Investment Advisors, a Registered investment Advisor and division of ProEquities, Inc. Securities offered through ProEquities, Inc., a registered Broker-Dealer, and member of FINRA & SIPC. ProEquities, Inc., is independent of WinSouth Financial Services, Inc. and WinSouth Credit Union. Securities and Insurance products offered are not credit union deposits, have no credit union guarantee, are not ASI guaranteed, and may involve loss of principal.