Power Investing United Labor Credit Union encourages members to save, and in doing so, offers unique ways to invest with as little as $500 for as short a term as 30 days with a Certificate of Deposit (CD) program. Rates change daily; for rate information, please e-mail tim@unitedlaborcu.org, or call (816) 313-2848.
Financial Consulting & Retirement Planning United Labor Credit Union members benefit from the extensive knowledge and assistance of Robert Burks, Senior Vice President and Financial Consultant, RBC Wealth Management. Through our partnership, Robert helps individuals, families, retirement plans and charitable organizations achieve their financial goals. Together, you can create and implement comprehensive wealth management plans that focus on accumulating, protecting and transferring wealth. Through honesty and integrity, we assure you that Robert will work hard to provide you with financial peace of mind. He assists many Union members with their 401(k) rollovers.
For a free, confidential appointment with Robert, simply call (913) 451-3546. You may also e-mail him at robert.burks@rbc.com.
Robert's Qualifications After graduation from Rockhurst College in 1980, with a bachelor's degree in business administration, he entered the financial services industry. As a financial consultant and previous branch director, he has over 30 years of experience helping individuals, families and organizations reach their financial goals. He holds Series 7, 63 and 65 securities licenses and has both life and health insurance licenses.
About Robert Robert Burks lives in Liberty. Mo., with his wife, Cathy, and two daughters, Debbie and Lisa. He is actively involved in the dollars and sense ministry at his church. He conducts financial education seminars at many churches and companies, with a focus on the Union community, throughout the Kansas City area. He serves on the Liberty Missouri Parks and Recreation Board, and is the chairman of the Liberty Missouri Parks and Recreation Charitable Foundation. Outside of work, he enjoys golfing, sailing and spending time with his family.
Your Wealth-Management Approach Robert will integrate your objectives into a personalized plan that can be updated as life changes occur. Together, you will combine your objectives with sophisticated investment planning tools and professional resources, to create custom solutions.
Understanding Your Financial Objectives - We begin by asking questions to understand you and your financial goals.
Determining Smart, Time-Tested Strategies - Next, we qualify and quantify your financial and personal information to match your objectives with sound strategies.
Implementing Thoughtful and Creative Solutions - Using these strategies, we develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
Providing Timely, Ongoing Service - We periodically review your situation to help ensure your financial objectives are being met.
Accidental Death & Dismemberment (AD&D) insurance is available free-of-charge to credit union members in the event of loss of life, limb, sight, speech, or hearing, due to a covered accident. No one can be turned down for coverage. Physical examinations or lengthy application forms are not required. The AD&D program at ULCU offers members the opportunity to receive an initial $1,000 of coverage at no cost. Members may purchase up to $300,000 of additional insurance at affordable group rates. Members may choose individual or family coverage.
This is affordable insurance that pays on top of other insurance policies. Acceptance is guaranteed, with no medical questions to answer. Your benefit doubles if loss of life occurs when traveling by common carrier. Additional coverage features anti-inflation, educational assistance, hospital income and day care. There are multiple coverage options to fit any budget, from our highly rated insurance underwriter.
You will receive information about AD&D through postal mail. You must complete and return the enrollment form in order to receive the basic no-cost insurance.
United Labor Credit Union | 10000 E. 66th Terr. | Raytown, MO 64133 Phone: (816) 313-2848 | Fax: (816) 313-2854 | E-mail: erinl@UnitedLaborCU.org Mr. Tim Vogler, President/CEO
