YS FCU Retirement

Investments and Financial Planning

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Investments and Financial Planning

YS Federal Credit Union knows that its members have questions about money that go beyond checking and savings, loans and credit.

For example:

  1. how to best plan for retirement?
  2. how to maximize investments without taking more risk?
  3. when is it safe to retire?

 

SFG logo

As a result, YSCU is pleased to announce our affiliation with a world-class financial planning firm, Scheeler Financial Group (SFG). Rick Scheeler, the principal of the firm, has nearly 20 years of experience working with individuals, families, and business owners to achieve their financial goals. Rick has been a life-long learner. He has a Master of Science in Financial Services, he’s a Certified Financial Planner (CFP), A Retirement Income Certified Professional (RICP), an Accredited Estate Planner (AEP) among others. In all, he has nine degrees or designations! He and his team bring 50 years of experience to the table. His Director of Operations, Ellie Scheeler, happens to be his bride of 23 years. His Wealth Management Assistant, Dawn Henz has worked with Rick for over 10 years. Ryan Mahoney is a Financial Planning Assistant and is instrumental in providing great service and care of clients. SFG is happy to schedule a complimentary consultation to discuss your financial goals. Feel free to call them at 513-883-6100 or email rick@scheelerfinancialgroup.com.

sfg staff