Spectrum Federal Credit Union is here to provide you with the tools to simply your life. We are now proud to offer one more financial solution - Free Financial Planning for all members, offered through our relationship with Mass Mutual. Our Financial Advisors are located in our San Francisco, Texas and Maryland branches, and are ready to offer an array of services tailored especially for members just like you.
What Services Do Our Financial Advisors Offer?
Free Financial Resource Analysis
- Life & Disability Income Insurance Needs
- Analysis of Savings and Investments
- Retirement Income Needs
- Budgeting and Cash Flow Study
Retirement Planning
- Individual Retirement Accounts (IRAs)
- Fixed and Variable Annuities
- Retirement Needs Analysis
- Long Term Care Insurance
- Life Insurance Needs Analysis
Tuition Funding Programs
- College Costs Analysis
- Analysis of Investment Alternatives
- Insurance and Investment Plans
Open Platform Investment Products
- Mutual Funds
- Unit Investment Trusts
- Direct Participation Programs
- Securities Brokerage Services
Meet Our Financial Advisors:
San Francisco, CA:
David Grodin, MB
(510) 357-3715
CA Insurance License #0F38292
Houston, TX:
Ann Laufman, LUTCF, CLTC
TX Insurance License #926029
Frederick, MD:
Scott VanPelt, CLTC
(443) 536-1086
MD Insurance License #RPI 181709
Securities, investment advisory and financial planning services are offered by duly authorized Registered Representatives of MML Investors Services, Inc., member SIPC. Supervisory Office: 2121 N California Blvd Suite 395, Walnut Creek, CA94596, Tel: (925) 979-2300. Spectrum Federal Credit Union is not a subsidiary or affiliate of MML Investors Services, Inc.
California Insurance Licensing: David Grodin, #0F38292
Texas Insurance Licensing: Ann Laufman, #926029
Maryland Insurance Licensing: Scott VanPelt, #RPI 181709
THE PRODUCTS OFFERED: ARE NOT A CREDIT UNION DEPOSIT OR OBLIGATION; ARE NOT FDIC OR NCUA-INSURED; ARE NOT INSURED BY ANY GOVERNMENT AGENCY; ARE NOT GUARANTEED BY ANY CREDIT UNION; MAY GO DOWN IN VALUE* * only applies to registered products (i.e. variable life or variable annuity)
Members who have established working relationships with Daniel Henderson may contact him at (916) 449-6682 or (800) 556-6768, ext. 682.
