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TWU LOCAL 567- DWH/IOC
BENEFITS INFORMATION
AAFCU Financial Advisor David Rindal is a Flagship Financial Group Advisor serving American Airlines Federal Credit Union member-owners. David Rindal, CRC® Financial Advisor Flagship Financial Group located at: American Airlines Credit Union Heritage Towne Crossing Branch 3001 Highway 121 Suite 296 Euless, TX 76039 Phone: (817) 684-8858 American Airlines Credit Union Southlake Branch 2140 East Southlake Blvd. Suite F Southlake, TX 76092 Phone: (817) 684-8858 Email Me
Professional Services
• 401(k) Planning • Wealth Management • Wealth Preservation • General Investment Management • Education Funding • Comprehensive Financial Guidance • Retirement Planning • Retirement Income Planning • Tax-advantaged Investment Planning • Insurance Planning
Background With more than 37 years in the financial services industry, I understand the challenges facing my clients today. My mission is to bring you fresh and innovative investment strategies and products through unmatched individualized service. I look forward to working with you and helping you achieve your financial goals. My top priority is understanding the financial goals of my clients and helping formulate a plan to reach them.
Specifically, we can make sure you have solid answers to these key questions: • Is your retirement money invested properly? • Will you have enough income in retirement? • What should you do with an existing retirement plan from a previous employer? • How will you pay for a child’s or grandchild’s education? • Financially, what would happen to your family if you died? • How will you pay for long-term care? Accreditations • Registered Advisor of Cetera Investment Services, LLC. – member FINRA/SIPC • Has earned the designation of CERTIFIED RETIREMENT COUNSELOR® (CRC®) • Bachelor of Science degree in Economics from Montana State University Contact David Rindal for a no-cost, no-obligation consultation at (817) 684-8858. Check the background of this investment professional on FINRA’s Broker Check
American Airlines Credit Union 2140 E. Southlake Blvd.
Southlake, TX 76092
8:00 AM - 5:00 PM Mon-Fri Saturday by Appointment Only
American Airlines Credit Union Heritage Towne Crossing
3001 Highway 121, Suite 296
Euless, TX 76039 By Appointment Only
During your first meeting, David will gather financial and personal information to better assist you. All information provided is strictly confidential. The following information is recommended that you provide, if available:
- Most recent pay statement/copy of your current benefits
- Current 401K information or prior information, if funds have been moved
- Other retirement & investments accounts. This may include IRA’s, mutual funds, annuities, stocks and bonds
- List of any real estate and investment assets and liabilities
- Sum of monthly expenses for your household including mortgage, car loans, credit card debt, etc.
- Annual tax and insurance payments
- Most recent Social Security/Pension Statement
- Most recent Life Insurance statement which should include death benefit, premium, contract period and beneficiaries
- Most recent Long Term Care Insurance statement which should include elimination period and benefits amount
Another option is with Fidelity , Miguel A. Turcios and his information is provided below:
Miguel A. Turcios - Retirement Planner Personal & Workplace Investing Fidelity Investments - 1576 East Southlake Blvd, Mail Zone: 230 Southlake, TX 76092-6422 tel: 832-585-6330 miguel.turcios@fmr.com
Miguel A. Turcios will be visiting DWH in July and will be available from:
5:30am – 9:30am and 2:00pm – 6:00pm.
DATES TO FOLLOW!
Stay tuned!
Fraternally,
R. Flaviu Deleanu
Benefits Coordinator TWU567
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