Investment Advice
Principal
Website:
Mobile:
Phone: 800-547-7754
Hours:
Monday thru Friday
7:00am to 9:00pm CST
CAPTRUST
Website:
Phone: 800-967-9948
Hours
Monday thru Thursday
7:30am to 5pm CST
Friday 7:30am-3pm CST
GreenState Credit Union joined forces with CAPTRUST to provide you with access to professional, unbiased, retirement and investment advice as part of your retirement package.
Schedule an appointment today with CAPTRUST at www.captrustadvice.com or call 1-800-967-9948 to speak directly with a retirement counselor. Appointments can be scheduled Monday through Thursday from 7:30am to 7pm, and Friday from 7:30am to 5pm CST. Appointments are scheduled in 30-minute intervals. Please have Principal's account login information handy, along with a copy of your account statement, a current paycheck, and any other financial records you would like CAPTRUST to review during your appointment.
CAPTRUST can help you determine how much to save and how to invest, and they will work with you to create a Retirement Blueprint™, a comprehensive planning tool tailored to your individual goals and objectives.
Watch Participant Experience video to learn more about what you can expect when working with CAPTRUST
Why is advice from CAPTRUST important? Watch The Value of Advice video to find out!
Disclosure: CAPTRUST’s Retirement Blueprint (the “Blueprint”) is intended to document guidelines based on an individual participant’s risk tolerance, time horizon, needs and objectives, and is provided only when CAPTRUST is engaged by the plan sponsor to provide “Participant Advisory Services” (also referred to as “PAS”). Nothing contained in a “Blueprint” should be construed as a solicitation or recommendation to invest in any particular securities, but rather as an individual financial plan designed for the Participant’s use only. CAPTRUST does not render legal, accounting or tax advice.