Financial Planning & Investments with Coombe, Bender & Co.
You know that Eastern is your advocate, standing by your side to defend your dreams every day. We’re proud to announce that we’re extending this to not only your dreams, but now your investments through our partnership with Coombe, Bender & Co, LLC, one of the premier local financial planning and investment firms.
Coombe, Bender & Co. is locally owned, just like Eastern, and they share a home-grown commitment to personal service. We have worked with them to create some special packages just for Eastern members.
Financial checkup: $1,000
- Review and analysis of existing savings and investments, insurance policies and retirement plans
- Comprehensive report comparing current financial condition to your long-term objectives. View sample report
- Advice intended to increase the probability of success in meeting those objectives.
Retirement planning: $400
- Compares existing retirement assets to your future objectives.
- Report includes analysis and advice regarding existing employer and other retirement benefits assets and the steps necessary for retiring without running out of money. View sample reports: Sample 1, Sample 2
Estate planning: $500
- Analysis of your existing estate position including potential current and future estate tax liability.
- Report includes advice for creating and/or updating estate related documents, reducing or eliminating estate taxes, and methods for ensuring smooth and timely transfer of assets to intended heirs. View sample report
NOTE: Coombe, Bender & Co., LLC are not tax attorneys or certified public accountants but will work closely with your other advisers or engage new ones as necessary so that as a team, your objectives can be met.
Education planning: $200
- Analysis and calculations for funding college educations.
- The report includes savings/investment advice, and considers the impact of inflation. View sample report
Investment management: (based on a fee schedule)
- Analysis of existing investment portfolio includes risk and return characteristics as well as suitability based on risk tolerance, time horizon and return objectives.
- Active portfolio management includes asset allocation, comprehensive quarterly reports, year-end tax reports, custody services and ongoing investment advice.
- Annual fees range from 0.50% to 1.00% of assets managed. The minimum portfolio size for the service is $200,000.
Investing in your future is an important component of defending your dreams, and Coombe, Bender & Co. can help chart a path to where you want to go. Give them a call today at 845-647-4800 or visit their website at www.coombebender.com.
Sample reports, investment results, our privacy policy, and form SEC ADV Part II, are all included in our firm’s folder, which is available on request. Eastern New York Federal Credit Union and Coombe, Bender & Co., LLC are not affiliated. Investments are NOT NCUA/NCUSIF INSURED, NOT A DEPOSIT, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, OFFER NO CREDIT UNION GUARANTEE, AND MAY LOSE VALUE.
