Financial Planning & Advisement Services
Retirement Plans for Everybody
Create an investment plan that will fit your goals, whether it's saving for college, preparing for a comfortable retirement, or planning for your heirs. If you're not finding the right investment returns on your own, see Jimmy Suh, TCCU's onsite Financial Advisor.
Meet Jimmy Suh, Torrance CCU’s Onsite Financial Advisor. Jimmy has been an experienced executive in the investment and financial planning industry for more than 25 years. He has dedicated his career to enabling individuals to secure their financial futures. His extensive understanding of best practices and industry trends is always tailored to his client’s specific needs. Jim specializes in wealth management, retirement planning, annuities, college savings plans, and insurance. He is available for phone appointments and virtual or in-office meetings at the credit union. Whether your goals are short-term, long-term, or somewhere in between, Jimmy can help you make the right choice.
Jimmy is in the Credit Union office on Fridays and can be reached at (213) 219-9820 or (310) 618-9111 x27.
Retirement Plans for Business Owners
You have the power of choice as a small business owner, and choosing the right retirement plan is in your power at TCCU. Jimmy Suh, our new onsite financial advisor, can help you navigate through the products and services only offered to small business owners.
Why Consider a Virtual Financial Advisor?
Recent events and COVID-related changes to our daily lives have quickened accepting what was already an evolving technology in recent years – Virtual Meetings. Used in many industries for several years, primarily for group meetings, the financial advisor community has been slow to embrace this method for one-on-one client meetings, which tend to be very relationship-based. However, while once viewed as unnecessary, it has since shown to be an incredibly efficient use of technology and today is being readily embraced by both advisors and clients alike. Could a “Location-Independent” advisor be the right fit for you?
Frequently Asked Questions
How does one work with a virtual financial advisor?
Instead of meeting in a traditional office, we will engage from our separate locations through a secure online platform such as Zoom for video conferencing and screen-share presentations. You simply receive an email with a link to join the online meeting. In addition to web cameras, you can see my computer screen displayed on your computer, tablet, or even smartphone!
What about paperwork?
Accounts can often be opened online and paperwork completed with electronic signatures through DocuSign and similar services.
What are the benefits of meeting virtually?
Meeting in this manner means you do not need to drive, most likely in traffic, to meet in person. We can meet while you’re at home, work, or even while you’re on vacation! We can connect from anywhere you have a device and an internet connection. Meetings tend to be shorter and more focused than in-person meetings and can be more frequent due to the efficiency. This will save you both time and money!
Can I live anywhere?
Yes, provided we are properly licensed in your state. Approximately 20% of my clients are out-of-state, with about half acquired long-distance and half having moved after starting locally. I am currently licensed in 10 states from coast to coast, with clients from Washington to Florida and from New Jersey to Hawaii… and I’d be happy to add more!
Investment Advice offered through PFG Advisors, a Registered Investment Advisor. LLC. Insurance Services offered through PFG Insurance Services. PFG Advisors and PFG Insurance Services are separate entities from Torrance Community Credit Unions.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions. They have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction, or from every person listed.
Not NCUA Insured – Not Credit Union Guaranteed – May Lose Value