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Five Steps for Leaving a Lasting Legacy

Five Steps for Leaving a Lasting Legacy

 

Tracy Aalvik and Breta Grumbois
Scott Thompson
Tracy Aalvik and Breta Grumbois are Financial Advisors with Fibre Financial Group located at Fibre Federal Credit Union, serving the Lower Columbia area.

They can be reached at 360-414-4223.

Scott Thompson is a Financial Advisor with Fibre Financial Group located at Fibre Federal Credit Union, serving the Lower Columbia area as well as Oregon Coast.

He can be reached at 360-575-5705.

A message from Fibre Financial Group

It can be an uncomfortable topic, but estate planning is a critical step to help ensure you leave a lasting legacy for your loved ones. A good plan can also help alleviate a lot of stress and confusion during an already emotionally charged time. Even if you have a will, it doesn’t mean things will go smoothly or that you’ll avoid probate, which is surprising to some. Check out our helpful guide, Five Steps for Leaving a Lasting Legacy, for considerations you might not have thought of. Simply click below to get your copy today.

Get the Guide

  • Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution 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. CBSI-3220379.1-0820-0922

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