Farm Credit Services Southwest: Financial Solutions: Fin. Planning & Investing



	Investment Planning We can help you plan for life events that you need to have accumulated funds to handle, such as: retirement education for your children or grandchildren long-term care of aging parents major future purchases any other event How we work Sometimes we simply need assistance to bring together our existing advisers. We can help coordinate your advisers to facilitate the identification of your goals. Our Association does not offer investment products other than crop, hail and credit life insurance. However, the Agribusiness Department can work with a customer's existing financial advisers or can place customers in contact with Money Concepts Corp., a worldwide network of financial planning centers specializing in individual, family and business investment planning. Money Concepts Capital Corp. is a member of NASD/SPIC, and is not affiliated with the Farm Credit System or Farm Credit Services Southwest. When you work with a member of our team: We start by finding out where you are: What is important in your financial life? What is your individual financial condition now? What would you like it to be in the future? What are your financial goals? When the identification process is complete, we coordinate efforts to implement a plan through your existing financial advisers or by referring you to Money Concepts Capital Corp. If your plan involves investments, life insurance or annuities, we will facilitate the contact with your financial adviser to start shopping for safe, profitable choices that you have an active hand in picking. We will also meet with you annually to see if there are any changes to your personal goals. We aren't going to be strangers after you walk out of here! Financial planning is living, breathing documents that need attention. We make sure your financial package is working for you. For more information, contact Ken Lassen at 602.431.4150 or at kenyon.lassen@fcssw.com. College Savings Plan Calculator Savings Goals Calculator Savings Calculator Life Insurance Calculator Variable Annuity Calculator Retirement Planner Retirement Plans for Employees of Small Businesses			Estate planning Investment planning Retirement planning
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