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Redstone Brokerage Services offers free, no obligation consultations to all Redstone members at any branch location. Call (256) 722-8300. 5 Financial Questions Get the new year off to a great start by taking stock of your long-term financial situation. It's the perfect time to meet with your advisor to review where you've been, where you are now and where you want to go with your financial goals and objectives. You could gain more understanding of how your savings strategy is working – helping you live brighter! Here are the top five questions to ask your financial advisor: 1. AM I ON TRACK TO MEET MY RETIREMENT GOALS? Review the timeframe and lifestyle goals for your retirement then see how your current strategy matches up to where you need to be at this point along your path to financial freedom. 2. ARE MY ASSETS PRESERVED AND MY INCOME PROTECTED? Depending on where you are in your path to retirement, make sure your assets and growth are performing as expected. 3. ARE ANY CHANGES NECESSARY? If your current situation has changed, your goal-tracking is off or you want to adjust your long-term goals, now is the time to make any changes to get your plan back in shape. 4. WHAT'S THE PLAN FOR THIS YEAR? FOR THE NEXT FIVE YEARS? Be specific in your questions so your financial advisor can provide you with some specific answers. is will help you feel better about reaching your financial goals. 5. IS MY WEALTH TRANSFER PLAN STILL APPROPRIATE? Let your financial advisor know of any changes in your family situation, especially those that could impact how your assets will benefit loved ones when you are no longer around. 10 | r e d f c u.o r g Securities offered through LPL Financial, Member FINR A/SIPC. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor. Insurance products offered through LPL Financial or its licensed affiliates. Redstone Federal Credit Union and Redstone Brokerage Services are not registered broker/dealers and are not affiliated with LPL Financial. Redstone Federal Credit Union and Redstone Brokerage Services are affiliated but are separate entities. RFCU does not warrant, guarantee, or insure any product or service offered by LPL or Redstone Brokerage Services. R E D S T O N E B R O K E R A G E S E RV I C E S Not NCUA Insured Not Credit Union Guaranteed May Lose Value for a Fresh New Year