Glendale Area Schools Credit Union presents solutions for all of your financial needs. Through our affiliation with Great Wealth Management and Liberty Trust Preparation, we provide our members with resources to help plan for the future.
We believe everyone should strive to build a solid financial foundation. Regardless of your net worth, age, or financial situation, Great Wealth Management can assist by setting the right path through long-term financial planning.
- Wealth Accumulation
- Retirement Education
- Income Protection
- College Funding Strategies
- Saving for a Major Purchase
- Leaving a Legacy for Generations
Call today to start planning for tomorrow!
Founder | Wealth Advisor
Great Wealth Management
1800 Broadview Drive
Glendale, CA 91208
Securities are offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Brokerage services are provided by IFP and not by the Financial Institution. Neither Glendale Area Schools Credit Union nor Great Wealth Management are registered broker-dealers. Glendale Area Schools Credit Union, Great Wealth Management, and IFP are not affiliated.
Investment Products, Insurance & Annuities are: Not insured by the Federal Deposit Insurance Corporation (FDIC), National Credit Union Association (NCUA), nor American Share Insurance (ASI), Not deposits or other obligations of the financial institution. Not guaranteed by the financial institution. Are subject to investment risks, including the possible loss of the principal invested.
Liberty Trust Preparation believes that with a Living Trust, your Estate Plan can be distributed in the manner you desire, reflecting your wishes and preserving your family’s wealth for the benefit of your family. A solid Estate Plan keeps you in control of your assets and saves your heirs time and money.
A Last Will and Testament and Revocable Living Trust are legal documents prepared by attorneys. Both can be amended or changed and provide instruction on your estate’s distribution after your death. But it’s the differences, and there are many, that can affect you and your family. Let us help you create a Living Trust that meets your financial needs and goals.
For more information, visit the Liberty Trust Prep website or call (800) 922-7764
Robert J. McDonnell, Attorney at Law
Liberty Trust Preparation
5020 Campus Drive
Newport Beach, CA 92660