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Financial Management

Work Toward Greater Wealth with HFCU Financial Services

We strive to help you pursue your goals by helping you make your money work for you.  HFCU Financial Services will help you pursue greater wealth and financial security.  Financial planning is important, and cash planning and budgeting are the foundations.

To make an appointment, call us at (520) 294-4140 or schedule an appointment online.

Meet our CERTIFIED FINANCIAL PLANNER™ Professionals
Access Your Investment Account

Visit the HFCU Financial Services website for information and financial planning resources, or view the LPL Outlook 2014 from LPL Financial.


Types of Investment Services

Individual and Family Financial Management
Pay for College
Employment Transition
Estate Planning
Investment Analysis
Risk Management

Individual & Family Financial Management

It can be daunting buying a house, paying for college, starting a business or saving for a secure retirement.  We're here to make your money work for you.  Create a plan with us through our individual and family financial management.

Paying for College

We have a variety of savings plans available to help you, your child or grandchild pay for college, including 529 Plans, Coverdell Education Savings Accounts and UTMAs.

Employment Transition

If you or a family member is laid off from work, take advantage of our Employment Transition course, which will show you how to efficiently cut costs and provide information on resources to get you through this difficult time.

Estate Planning

A sound estate plan can help you preserve wealth during your lifetime, as well as minimize your future estate tax liability.  It will also facilitate the transfer of assets to future generations according to your wishes.  There are many tools and techniques available to pursue your goals; however, the complex nature of many estate-planning strategies calls for a team of trusted advisors, including an attorney and a tax professional which we can refer you to.

Investment Analysis

We can provide strategies that may assist you in growing your assets or providing income.  We focus on a balance of investments that you feel most comfortable with and examine your specific investment goals.  We also diversify your investments among different asset groups to counter the negative effects of specific market cycles and evaluate the impact those investments will have on your objectives.

Not putting all your eggs in one basket is a sound investment strategy.  There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.  Diversification does not ensure against market risk.  No strategy assures success or protects against loss.

Risk Management

It's critical your family is financially protected and your retirement assets preserved.  Through life insurance, long-term care insurance and disability insurance, you and your family will be protected.

The appropriate life insurance policy can help preserve the assets that you spent years accumulating.  As things change in your life, the amount and type of insurance you need may also change.  When you re-evaluate your financial plan (at least once a year), also re-evaluate your insurance needs and the coverage you have.  Insurance is not only for your beneficiaries, but can also be used as an investment vehicle during your life time. Insurance can provide tax deferral for you and a tax-free death benefit.


Investment Products and Services

Professional financial consultants may recommend any one of the following products and services to work toward your specific financial goals and objectives:

Financial Management
Investment Guide
Life and Medical Insurance
Investing and Planning


Brown Bag Lunch Seminars:

Available Seminar Topics:

Partners with the Credit Union have the opportunity to offer the following Free Financial Seminars to their employees.  Seminars can be conducted either onsite at the company (10 or more employees required sign up) or at Hughes Federal Credit Union's Education Facility, 971 W. Wetmore.  Please contact your Credit Union representative to schedule a seminar.

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Free Online Seminars

HFCU Financial Services offers free online financial seminars that can help answer all your questions when it comes to financial management, retirement planning, investments, saving for college, life and medical insurance and more.

The following online seminars are offered by HFCU Financial Services:

Meet our CERTIFIED FINANCIAL PLANNER™ Professionals

Don't Go it Alone—Meet a Hughes Certified Investment Planner

If you are in need of high quality personalized investment services, we encourage you to make an appointment with a CERTIFIED FINANCIAL PLANNER™ professional, who will help you sort through and choose the investments appropriate for your needs.

Request Appointment

 
JimHall  James Hall CFP®

James Hall has more than 22 years in the financial services industry.  He is the program manager at HFCU Financial Services. 

Prior to joining HFCU, James worked for USAA Life and Investment Co. as a financial planner and regional director of financial services.

He has an undergraduate and graduate degree from the University of Arizona completed his requirements for the CFP® designation in 1992.

DavidMcfarlance  David MacFarlane CFP®

David MacFarlane has more than 24 years in the financial services industry.  He has worked at Charles Schwab, Prudential Insurance and Fleet Bank (now Bank of America).

David has a Bachelor of Science degree from the University of New Hampshire.  In addition to the Certified Financial Planner designation (2002), David also has the Chartered Financial Consultant designation and is a CERTIFIED FINANCIAL PLANNER™.

DavidKing  David King CFP®

David King has more than six years in financial planning and investments.  He is responsible for assisting clients with investments and retirement planning.

Prior to joining HFCU Financial Services, David was employed by Cambridge Connection Investments.  He was also with American Values Investments, Merrill Lynch and R.J. Reynolds.

David has a Bachelor of Science degree in business management from East Tennessee State University.  He received his Certified Financial Planner designation in 2002.

Visit HFCU Financial Services Office

HFCU Financial Services

971 W. Wetmore Road Tucson, AZ

Call to schedule an appointment (520) 294-4140 or go online.

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Access Your Investment Account

With LPL Account View, you can access your account information online 24 hours a day, seven days a week.  You have access to all of your account activities, including transaction details, account summaries and portfolio views.

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Securities offered through LPL Financial, Member  FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Not NCUA Insured

No Credit Union Guarantee

May Lose Value

Hughes Federal Credit Union and HFCU Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states.  Arizona, California, Colorado, Florida, Hawaii, Idaho, New Mexico, Oklahoma, South Dakota, Texas, Utah, Washington.

PLEASE NOTE: Personal account and other confidential information should not be given to us through email.  Internet email is not secure and your confidential information could be compromised.  If you request confidential information from us via e-mail, you are giving us permission to respond and provide your information via email.

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