Special Points of Interest:

 

 

When should you consult a professional?

You don't have to wait until an event occurs before consulting a financial professional. Having someone help you develop an overall strategy for approaching your financial goals can be useful at any time. However, in some cases, a specific life event or perceived need can serve as a catalyst for seeking advice. Such events might include:

  • Marriage, divorce, or the death of a spouse
  • Having a baby or adopting a child
  • Planning for a child's or grandchild's college education
  • Buying or selling a family business
  • Changing jobs or careers
  • Planning your retirement
  • Developing an estate plan
  • Receiving an inheritance or financial windfall

If you feel that consulting an expert could get your questions answered, the sooner you'll be able to pay more attention to the things that matter most—family. If you feel that consulting an expert can be helpful, don't postpone making that call.
Call one of the financial advisors with Robins Investment & Retirement Services today.


Melissa A. Camp
Financial Advisor
Robins Investment & Retirement Services
901 HWY 96
Warner Robins, GA 31098
478.923.3773 , Ext. 4621
800.241.2405, Ext. 4621
melissa.camp@cunamutual.com


Gary P. Dunn
Financial Advisor
Robins Investment & Retirement Services
803 Watson Blvd
Warner Robins, GA 31093
478.929.7943
800.241.2405, Ext. 2921
gary.dunn@cunamutual.com


Gary R. Zane
Financial Advisor
Robins Investment & Retirement Services
5999 Zebulon Road
Macon, GA 31210-1913
478.923.3773 , Ext. 4438
800.241.2405, Ext. 4438
gary.zane@cunamutual.com

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR080106-7340-INT (0513)


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