Mission Based; Not Commission Based**
Advice from a professional can sometimes mean the difference between financial success and failure. Sun Lifetime Financial Advisors are ready to examine your situation, consider all the options and help you with your financial future.
Sun Lifetime Financial Advisors' products and services compliment those made available by the credit union, by offering financial planning, investments and insurance products.
As salaried employees of Sun Federal Credit Union, the advisor's advice is based with your needs in mind.
Schedule a no-cost, no obligation financial assessment to review your current financial picture, discuss goals and develop a plan to achieve those goals.
Stacey Dosch, Wealth Management Manager/Financial Advisor, CRPC © has been in the financial industry more than 10 years. She has her bachelor’s degree in Business Administration from the University of Toledo. Stacey is married with two children and lives in Toledo. She enjoys spending time with her family; especially walking at the local metro parks.
Stacey Altemus, Financial Advisor, LUTCF© has been in the financial industry for over 20 years including leadership positions in life insurance and annuities. She has a passion for customer service, helping others grow, and community service. Stacey lives in Delaware and has two adult children. She enjoys time with family, fellowship of her faith, and leading a healthy, active lifestyle.
Check the background of this investment professional on FINRA's BrokerCheck.
Sun Lifetime Financial Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.
*Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, please consult your attorney.
** Commissions are still paid by members on most product sales. The advisor is not credited the commissions, but rather receives an annual salary. The Advisor’s salary is not based on the commissions you pay, they are not motivated to sell any specific products. They consider each situation and present products and services in line with your needs and interests.
***Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.