Finance & Insurance
I started in the insurance industry in 2011 because I have a passion for helping people. My number one priority is always doing what is best for the client. My husband encouraged me to open my own agency because he saw how I connected with people and always made them feel important and valued. My heart and soul is in my business, I am not interested in just achieving quick success, but making sure my clients are satisfied. If you need to file a claim, you can count on me to guide you through the process to ensure you receive a prompt settlement.
Manchester Investments offers comprehensive, objective investment guidance to individuals and small businesses. We assess our client’s needs and prepare an investment plan. We then work with our clients to implement the plan. We want to help our clients work toward their most important financial goals. Since we are independent, our consultants have access to a broad selection of financial products to choose from and can offer objective recommendations.
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American Family Insurance Agency
Pathway Divorce Solutions provides planning by analyzing various settlement options to determine what the tax ramifications would be for each person. We look at the settlement options not just for the next one year, but for the next 10 years or 20 years. If a plan looks great for one year, but horrible after five years, then that is really NOT a great settlement option.
Divorce Financial Planning puts you in a position of financial strength! Planning can be done individually or as a couple.
Here are some of the financial issues that we review and analyze for you:
• How much support do I need? And for how long?
• What work benefits might you be losing in the divorce (ie health insurance)?
• Should you keep the house?
• How are retirement accounts divided?
• How is a pension different from a 401k?
• Creating a budget you can live with
• Assessing different settlement options for financial stability over the long-term
• What are the tax implications of various property division options?
In addition to the analysis above, we will also discuss your financial goals. We find that many people going through divorce can barely see tomorrow, much less 10 years from now. But part of successfully getting through divorce is creating a picture of what you want your life to look like on the other side!
At Summit, we’re all about helping you turn wishing, waiting and wondering into planning, doing and experiencing. We offer the basic products you want, like checking and savings accounts, credit cards and loans. And we go one step further, providing financial guidance, education, tools, one-on-one coaching and innovative programs to empower you to own your financial life wherever you are in your journey.
Anyone can join Summit Credit Union, and once you're a member, you're a member for life. If you move, retire or change jobs, we’ll always be here for you.
And finally, since we’re a not-for-profit financial cooperative, all of our earnings are redistributed right back to our members. Think higher interest rates on savings, lower rates on loans and Cash Boomerang, our patronage dividend to members.
We are dedicated to being a top financial resource in the communities we serve by expanding our expertise, strengthening customer loyalty, and maximizing shareholder value.