LPL Financial Account
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Plan 4 Tomorrow... Today!
Personalized Online Financial Planning Now Available
Sun Country Credit Union now offers Online Financial Planning. This innovative new service delivers state-of-the-art solutions to help you get on track and stay on track to your financial destination.
Do you need a Road Map for Your Money? Most people want to manage their debt and spending better. The financial world can be very complex, but it doesn't have to be. Plan 4 Tomorrow simplifies it for you by providing a comprehensive approach, which helps you organize your personal finances toward goal achievement. You can now have a coordinated plan at a secure site instead of disconnected pieces.
No Excuse Planning! This program has been sold by other planners for up to $2,250. Consultation services with Diann Hickman are included. Your best years can be ahead of you. Start today!
Congratulations Diann for being selected as the Financial Advisor of the Year by Credit Union Financial Network (CUFN). WAY TO GO Diann!
Plan 4 Tomorrow Online Financial Planning
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Keep your Lifetime Membership
Sun Country Credit Union takes great pride in the relationships that we have built with our members. As you are aware, Sun Health Corporation has merged with Banner Health Care. These changes may bring additional needs, concerns, or options to you as an employee with Banner Health Care. We would like to remind you that Sun Country has a policy of "once a member, always a member" and by keeping your account open you will retain full membership services. Payroll deduction and direct deposit will continue to your accounts and be distributed as you have it now.
Sun Country welcomes and will continue to serve the current and new employees of Banner Boswell Medical Center and Banner Del. E. Webb Medical Center as well as the other Sun Health entities being folded into Banner. Please call 623.975.2100 to answer any questions you may have regarding deposits, savings, lending or investment planning needs.
Prior to making any decisions regarding your 401K options, we invite you to consult (at no obligation) with Diann Hickman (extn. 2170), LPL Financial Consultant located here at Sun Country, to help you take control of your retirement money and invest it the way you want and avoid making costly rollover mistakes.
Thank you for your continued membership here at Sun Country. Remember, together we can make a difference.
An IRA Dilemma: To Roll or Not To Roll
When you take a distribution from your company's retirement plan - at retirement or when you change jobs - you may find yourself with a sizable sum of money.
This windfall is often referred to as a lump-sum distribution. In addition to wondering what you should do with this money, you also may have concerns about taxes and investing issues that you never had to think about before, such as early withdrawal penalties and a 20% mandatory withholding.
Weighing Your 401K Options at Retirement
So you're ready to retire. You've worked hard for many years, and now it's nearly time for you to sit back and enjoy the fruits of your
labor. But before you retire, you need to take a careful look at your 401(k). There's a good chance your 401(k) is one of your single largest assets. And the decisions you make about it can have a lasting impact for you and your family.
Meet Diann Hickman
planning for the future
Diann Hickman is our LPL Financial Group Representative. LPL provides a variety of services free to Sun Country members. Diann will work with you at no charge to create a personal financial blueprint to achieve your financial goals.
Whether you're single, just married, or ready to retire, the Financial Network Center can help you design and understand your
financial options.
Design your financial road map today, sleep better tonight!
Retirement and Estate Planning
Insurance
Investment Portfolio Analysis
Annuities
In addition, Diann conducts a variety of free educational seminars that are designed to help you understand your finanacial options.
Prior to making any decisions regarding your 401K options, we invite you to consult (at no obligation) with Dianne Hickman at 623-975-2100 ext. 2170 or diann.hickman@lpl.com, LPL Financial.
NOT NCUA INSURED • NO CREDIT UNION GUARANTEE • MAY LOSE VALUE
The Registered Representative located at Sun Country Credit Union is registered representative with, and securities and insurance products are offered through LPL Financial and its affiliates, Member FINRA/SIPC. Sun Country Credit Union is not an affiliate of LPL Financial. LPL branch office located at Sun Country Credit Union.
Financial Plans that may be generated through Plan4Tomorrow.com should not be interpreted as investment advice or as an alternative for individual recommendations. LPL Financial does not endorse, or approve of, and is not affiliated with Plan4Tomorrow.com or the output associated with the service. LPL Financial does not give tax
or legal advice. The output generated from Plan4Tomorrow.com may be used with your LPL Financial Registered Representative during the course of normal suitability analysis for security or insurance recommendations.
This site is designed for U.S. residents only. The services offered within this site are offered exclusively through the U.S. Registered Representatives. LPL Financial’s U.S. Registered Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the
investments and services mentioned are available in every state.
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