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We'll help you get your affairs in order for your heirs.
Estate planning can be a crucial part of financial planning. You have to think not only about your goals today, but also for future generations. Once you have planned retirement and invested wisely, it’s time to focus on how your assets will be managed after your death.
At University Credit Union our CFS* Financial Advisor, David Elster, can help you, he is here to answer all your questions and can help you create a plan, so you can feel confident your assets are distributed the way you desire.
If you would like to learn more about David Elster, feel free to contact him at 858-805-7949 or email him at firstname.lastname@example.org to schedule an appointment.
David Elster is securities licensed in California and holds a California Insurance license #0H84747.
"Creating this Trust has been one of my accomplishments for this year, and I feel really good about having these protections set up."
- Cathy B.