Go to main content RATES LOCATIONS/HOURS HELP Banking Credit Cards Borrow Business Advice Why Tropical Manage My Loan TROPICAL FINANCIAL INVESTMENT & INSURANCE SERVICES How can we help you plan for the future? SCHEDULE A COMPLIMENTARY FINANCIAL PLANNING ASSESSMENT Have a question? We'll call you. Or call us at (888) 261-8328. PLANNING FOR THE FUTURE CAN FEEL OVERWHELMING How much money do you need? Where do you start? Who should I invest with? Don’t worry. We help make things simple for you. CUNA BROKERAGE SERVICES CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. SCHEDULE MY COMPLIMENTARY ASSESSMENT TROPICAL FINANCIAL INVESTMENT AND INSURANCE SERVICES The Tropical Financial CU Investment & Insurance services is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. IRAS AND 401K IRAs and 401Ks are tax-favored ways to save for retirement. It’s never too late to start saving for your retirement with these tax-advantage accounts. COLLEGE PLANNING Knowledge is power. No matter where you are in life, the more you know about handling your finances, the better your chances of reaching your goals — including planning for college for the kids. RETIREMENT PLANNING* A comprehensive and manageable retirement plan can give you more control over when you retire, and what your retirement will look like when it arrives. ESTATE PLANNING While most of us need an estate plan, few of us actually take time to put one together. Good news: It might not be as difficult as you think. A financial professional can help you get started and recommend strategies to help you achieve your personal estate planning objectives. DROP & 401K ROLLOVER OPTIONS Retirement plan rollovers Don’t risk retiring without knowing all your options! Instead, make the transition with the facts in mind and an understanding of the ways you can potentially use DROP and retirement plan assets to pursue retirement goals. WEALTH TRANSFER Wealth transfer planning doesn’t have to take a lot of money or a complicated estate plan to create a lasting legacy. If your plan is to leave a sum of money to your children, grandchildren or a charity; there may be a more tax-efficient solution for your maturing CD. INSURE WHAT MATTERS MOST TO YOU LIFE INSURANCE Protecting those around us after we’re gone is a basic need and a key component of any member’s financial plan. Through Tropical Financial Investment and Insurance Services, we can offer a strategy variety of life insurance products to meet the protection needs of these members. Term Life Insurance Whole Life Insurance DISABILITY Think you don’t need disability coverage? We all want to leave this world with our financial affairs in good order. So we draft a will and an estate plan, and purchase life insurance. But few of us consider disability insurance—The coverage that can help us maintain our income and quality of life while we are alive. We’d all like to believe that we’ll never be disabled. But the reality is…It could happen to you. If it does, will your family be taken care of? Will you be prepared? HOSPITAL ACCIDENT PLAN Pays in addition to any other insurance you may have. And it's easy to get - No Medical Exams or Health Questions. Find out more about this important benefit. You can collect cash benefits - up to $900.00 or more a day. Click To Learn More AD&D Get $2,000.00 complimentary Accidental Death and Dismemberment (AD&D) Insurance paid for you by Tropical Financial Credit Union. Click to Learn More SCHEDULE A COMPLIMENTARY FINANCIAL PLANNING ASSESSMENT We look forward to listening and learning about the questions and concerns you have about planning for the future and then providing recommendations to help guide you along the way. Check the background of the Financial professionals on FINRA's BrokerCheck. Eileen Restrepo Financial Professional Christian Martinez Financial Professional We Look Forward To Helping You First Name * Last Name * Email * Phone Number Permission to contact: By providing a wireless telephone number (i.e. cell phone), I/we consent to receive calls including auto-dialed and prerecorded message calls from the Credit Union or its third party. *Tropical Financial Investment & Insurance Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. The TFCU Investment & Insurance program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. FR-3231735.1-0920-1022. THIS CREDIT UNION IS FEDERALLY-INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION. NMLS ID 407683. 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