Investment Services

Through our long-standing alliance with Quality Financial Concepts (QFC), we are able to provide our members with expert portfolio analysis, investment strategies, retirement planning and more. Please reach out to Shane Smith at QFC to schedule an appointment at one of our branches. It’s never too early to start planning for your golden years.

Services

• Retirement Planning
• Risk Management
• Professional Wealth Management
• Long Term Planning
• Insurance Planning
• Estate Planning Strategies
• Tax Advantages
• Portfolio Analysis and Monitoring

Shane Smith, CFP®

Holds Series 7, 66 and 24 licenses

contact Shane

For more information, call us at 423-378-2812.

Not NCUA Insured * No Credit Union Guarantees * May Lose Value.
M. Shane Smith, CFP®, Registered Principal.  Securities offered through Crown Capital Securities, L.P. Member FINRA & SIPC.  Advisory and Tax services offered through QUALITY FINANCIAL CONCEPTS. CCS, ACFCU and QFC are not affiliated.