Financial Planning

Extra Credit Union is happy to offer complimentary financial planning services to our members through Michele Nehls, Financial Advisor with Securities America Advisors, Inc.

Taking a holistic approach to financial advising, Michele gathers as much information as possible in order to see the unique big picture and needs of each member she meets with. She starts by assessing short and long term goals based upon your background and current assets, then locates areas of accumulation and potential distribution to see where to direct resources for the most effective outcome.

With the idea of building and maintaining a strong foundation always close in mind, she tackles wealth management from the ground up.For this reason, you can benefit from these services at any and every stage of life.

To visit Extra Credit Investments and learn more about the services offered by Michele Nehls, click here.

Securities offered through Securities America, Inc., Member FINRA/SIPC and advisory services offered through Securities America Advisors, Inc., Michele Nehls, Representative.Extra Credit Union and Extra Credit Investments are not affiliated with the Securities America companies.

Not NCUA Insured. No Credit Union Guarantees. May Lose Value

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