PEORIA MAGAZINE June 2023

Here For You When Life Changes

You’ve worked hard for your assets. You want them to grow and be protected so you can enjoy them now and preserve them as a legacy to share with the special people and places in your life. At CEFCU® Wealth Management, we agree! With Kevin Barbier — a local Trust & Investment Officer and CERTIFIED FINANCIAL PLANNER™ professional — you’ll discuss: • What’s important to you — your goals and your values. • Strategies to make your money last and continually assess your plan for tax benefits, market changes, and risk tolerance. • Your existing investment portfolios to provide a second opinion. From retirement and estate planning to fee based investment management and asset protection trusts, Kevin has over 25 years of experience. He can work with your attorney, accountant, other trusted advisors, and even family members to help ensure your financial well-being and your legacy. For more information, go to cefcu.com/wealth or give Kevin a call at 309.633.3836 or 1.800.356.7865, ext. 33836.

Kevin Barbier, CFP ® Trust & Investment Management Officer

309.633.3836

CEFCU Wealth Management is a marketing name used by CEFCU. Trust and Investment Services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Non-deposit products offered through Members Trust Company. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee, Not a deposit of any financial institution.

Main Street values. Wall Street expertise.™

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JUNE 2023 PEORIA MAGAZINE 57 12/9/2020 3:09:22 PM