Retirement Savings & Investments for Your Business
Whether your business is a Sole Proprietorship, Partnership, LLC, Corporation or a Not- For-Profit organization, as a member of American Airlines Federal Credit Union your company has an investment and retirement planning resource available through the Flagship Financial Group, located at several branches. The Flagship Financial Group program offers a full spectrum of financial planning services at no cost or obligation to member-owners of AA Credit Union.
We use state of the art technology to provide proper investment and retirement guidance to our members and we are available to conduct workshops for organizations on such topics as Retirement Planning (Buy-Sell Agreement), Life Insurance Planning (Key Man Policy), Investment Planning (Single K, Simplified Employee Pension), Long-term Care and more. Workshops can be held on site at your location or at the Credit Union, and again: there is no charge or obligation to you or your employees.
So feel free to contact us to find out more about how Flagship Financial Group can be a valuable addition to your business.
- Contact a Flagship Financial Group Advisor - Whatever your need, large or small, the Advisors at Flagship Financial Group are here to help you with a variety of insurance and investment needs. You can count on us to do what's right for you. Please contact Flagship Financial Group for more information and talk to someone you can trust!
Please visit us at an AA Credit Union branch near you or speak with a Business Services Representative at (800) 533-0035.
Securities and insurance products are offered through Cetera Investment Services, LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers, LLC. Neither firm is affilated with the financial institution where investment services are offered.
Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.