Financial Planning Services

4Points Planning

The life you enjoy today - and the experiences you desire tomorrow - depend on the financial course you are currently following. GO Federal Credit Union is excited to partner with 4Point Planning to help you reach your financial goals. 4Points advisor, Scott McKay, helps GOFCU members identify how they define financial success and a meaningful retirement. And then determines the specific direction that works towards their vision.

The name 4Points reflects the four facets of your financial life:

  • Point 1: Retirement Planning - planning and strategic oversight throughout retirement
  • Point 2: Protection Strategies - look out for your family's well being in the event of an untimely death or loss of income
  • Point 3: Investment Management - goals based and tax aware strategies for your investment portfolio
  • Point 4: Legacy Planning - protect your estate and pass inheritance according to your values

To explore how 4Points can help you find the financial direction you seek, visit 4Points website, www.4pointsplanning.com.  

For more information or to set up an appointment call or email Scott:

Scott W. McKay, CFP®, ChFEBC™
CERTIFIED FINANCIAL PLANNER
214-390-9505 

Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc. 4Points Planning and Securities America are not affiliated. Insurance products issued through many fine carriers. Securities America and its representatives do not provide tax or legal advice, therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. GOFCU is not endorsing or guaranteeing the products, information or recommendations provided. Not insured by NCUA.