Tax Planning & Preparation Your taxes may look like a pile of numbers to you… But when you partner with an expert in financial strategies, your tax planning picture becomes much clearer! Learn how to reduce your taxes and so much more through another valued partner of PCMCU. Courts Financial Strategies provides assistance in educating members on tax reduction strategies, how to protect your spouse, how to plan for social security, and also how to calculate health costs in retirement. Contact Courts Financial Strategies today, to start saving for your tomorrow. Courts Financial Strategies LLC makes it simple to book an appointment online! Currently all appointments are held at PCMCU’s Green Bay location at 601 Willard Drive. To schedule an appointment on a Monday or Tuesday at PCM Credit Union, Click Here. To schedule an appointment on a Thursday or Friday at PCM Credit Union, Click Here. Before your appointment, be sure to review the Personalized Tax Planning and Preparation Service Checklist to allow for the most thorough and helpful review possible. You may also call (262) 232-8080 for more information on tax preparation and planning or schedule an appointment. Kenneth Courts | Chief Investment Manager | CFS direct: (262)510-2226 | fax: (262)510-2226 | e-mail: kenneth@courtsstrategies.com 2727 N Grandview Blvd, Suite 208 | Waukesha, WI 53188 Securities offered through Securities America Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Securities America, Securities America Advisors, Inc., and Courts Financial Strategies are separate entities. Trading instructions sent via e-mail may not be honored. Please contact my office at 262-232-8080 or Securities America, Inc. at 800-747-6111 for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. The text of this communication is confidential and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Your cooperation is appreciated. Additional Resources Apply Online Now Auto Buying Resource Calculators Card Security Credit Score Monitoring Financial Wellness Fraud Protection Tax Planning Financial Wellness GREEN BAY MAIN OFFICE 601 Willard Drive Green Bay, WI 54304 [map] Phone (920) 499-2831 Toll Free (877) 373-4023 MARINETTE BRANCH OFFICE 1740 Stephenson Street Marinette, WI 54143 [map] Phone (715) 732-4051 EMERGENCY NUMBERS Lost Credit Card - (877) 314-9354 Lost Debit Card - (833) 202-2877 ACH Routing Number: 275977858 Account & Fee Disclosures Accessibility Statement © 2021 PCM Credit Union. All Rights Reserved. Website Design and Development by Stellar Blue Technologies