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Interested in non-retirement investment accounts?

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Brenda EcheverriaDo you have a need for an investment account where you can place a windfall of cash, an inheritance, proceeds from the sale of a property, required minimum distributions, or extra income you won’t need within the next few years or longer? We are considering expanding our program lineup to include non-retirement investment accounts, such as individual and jointly held retail accounts. However, before moving forward, we need to gauge the level of need of our members.

If you have interest, fill out a short form at and we’ll be in touch. We appreciate your feedback.

Brenda Echeverria, Financial Planner