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Financial Planning

Pursue your financial goals.

Champions First Credit Union is proud of its relationship with Private Wealth Management and Consulting (PWMC) to help members pursue their financial goals and manage their investments. PWMC is an independent financial firm and offers a wide range of financial products and comprehensive services to individuals and business owners.

What PWMC Can Do For You

PWMC utilizes its relationships with a number of industry-leading brokerage firms and insurance providers whose products they leverage to create customized portfolios tailored to suit their clients’ unique needs.

Retirement Planning

  • Making the most of your employer-sponsored retirement plans and IRAs
  • Determining how much you need to retire comfortably
  • Managing assets before and during retirement

Investments

  • Determining your asset allocation needs (Asset allocation does not protect against loss of principal)
  • Helping you understand your risk tolerance
  • Recommending the appropriate investment vehicles to help you reach and exceed your goals

Tax Management

  • Looking for ways to help reduce your current and future tax burden
  • Referring you to qualified tax specialists

Risk Management

  • Reviewing existing insurance policies
  • Recommending policy changes when appropriate
  • Finding a suitable policy for your situation

Education Funding

  • Recommending investment and accumulation strategies to help you pay for your children’s education

Employee & Executive Benefits

  • Helping your business attract and retain qualified employees through benefit packages

Ready to learn more?

Private Wealth Management and Consulting (PWMC) representatives will be happy to meet with you at one of the Champions First Credit Union branches. Or members are welcome to visit one of the PWMC offices. Call Champions First Credit Union today at (850) 224-4960 or PWMC directly at (850) 692-2500 for an appointment. For more information, including office locations, you can also visit the PWMC website at pwmcllc.com or email Edward Knowles, AIF/BFA at [email protected].

Please be advised that the products and services offered by and through Private Wealth Management and Consulting : (1) are not federally insured; (2) are not obligations of Champions First Credit Union; (3) are not guaranteed by Champions First Credit Union or any affiliated entity; and (4) involve investment risks, including the possible loss of principal.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. Champions First Credit Union is not affiliated with Osaic Wealth, Inc. Securities are: Not NCUA insured – No Credit Union Guarantees – May Lose Value – Not a Deposit – Not Insured by any Government Agency.

 

Check the background of this financial professional on FINRA’s BrokerCheck.

By accessing this link, you will be leaving Champions First Credit Union's website. Our website contains links to third-party sites not controlled or operated by Champions First Credit Union. These links are provided solely for your information and convenience. Champions First Credit Union does not endorse linked websites, the views they express, or the products/services they offer. Champions First Credit Union bears no responsibility for and makes no representations or warranties regarding the accuracy, legality, security, or content of the linked third-party site or for that of any subsequent links. By continuing, you will be subject to the privacy/security policies and terms of use of the third-party site, which may differ from those of Champions First Credit Union. Champions First Credit Union cannot guarantee the accessibility of content or features on any third-party websites that are navigable from ChampionsFirst.org.