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Invest Your Money Your Way – No-Cost Financial Planning

CD Federal Credit Union is here to provide the tools to simply your life. We are proud to offer one more financial solution – No-Cost Financial Planning for all members. Tristan Ludwig, CD’s Financial Planner provides an array of services tailored especially for members just like you.

Tristan Ludwig, Financial Advisor

CA Lic #0F65621

(925) 979-2364

What Services Does Tristan Ludwig Offer?

 

No-Cost Financial Resource Analysis   Retirement Planning Life & Disability Income Insurance Needs Analysis of Savings and Investments Retirement Income Needs Budgeting and Cash Flow Study Individual Retirement Accounts (IRAs) Fixed and Variable Annuities Retirement Needs Analysis Tailored Retirement Programs Long Term Care Insurance     Tuition Funding Programs Investment Products College Costs Analysis Analysis of Investment Alternatives Insurance and Investment Plans Mutual Funds Unit Investment Trusts Variable Annuities Direct Participation Programs Securities Brokerage Services

 

 

 

Contact Financial Advisor Tristan Ludwig:

(925) 979-2364 or tludwig@finsvcs.com

 

 

More Resources

Learn More About Tristan Ludwig Calendar of Financial Events and Seminars

1. Securities, investment advisory and financial planning services are offered by duly authorized Registered Representatives of MML Investors Services, Inc., member SIPC. Supervisory Office: 2121 N California Blvd Suite 395, Walnut Creek, CA 94596, Tel: (925) 979-2300. CD Federal Credit Union is not a subsidiary or affiliate of MML Investors Services, Inc.

California Insurance Licensing: Tristan Ludwig, Mass Mutual Financial Group, domiciled in CA, CA Insurance License #0F65621

THE PRODUCTS OFFERED:  ARE NOT A CREDIT UNION DEPOSIT OR OBLIGATION; ARE NOT FDIC OR NCUA-INSURED; ARE NOT INSURED BY ANY GOVERNMENT AGENCY; ARE NOT GUARANTEED BY ANY CREDIT UNION; MAY GO DOWN IN VALUE*  * only applies to registered products (i.e. variable life or variable annuity)

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