Financial Planning

FORGE Credit Union has proudly partnered with Haddon Planning Group to help you plan for and achieve your most important financial goals. Our Certified Financial Planner will help you analyze your complete financial picture, develop and implement a game plan, and then monitor your progress. So, whether you want to retire with no compromise in lifestyle, fund your children’s college education, or minimize taxes, we are uniquely qualified to assist you.

Member Financial Planning Services:

  • Retirement Planning and Income Strategies
  • Investment Analysis and Portfolio Allocation
  • Wealth Transfer and Estate Planning Strategies

Investment Services:

  • Mutual Funds & ETFs
  • Fixed and Variable Annuities
  • Traditional and Roth IRAs
  • 529 Plans* (College Savings Accounts)
  • 401(k) and other Retirement Plans

Insurance Services:

  • Term and Whole Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

Bob ProtestoContact Bob Protesto, CFP®, CRPC® to schedule a free, no-obligation consultation today.
Bob Protesto, CFP®, CRPC®
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*Potential investors of 529 plans may get more favorable tax benefits from 529 plans sponsored by their own state. Consult your tax professional for how 529 tax treatments and account fees would apply to your particular situation. To determine which college saving option is right for you, please consult your tax and accounting advisors. Neither APFS nor its affiliates or financial professionals provide tax, legal or accounting advice.

Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA) an SEC Registered Investment Advisor.  Security products purchased or sold are: (i) not insured by the National Credit Union Share Insurance Fund; (ii) not deposits or other obligations of the credit union and are not guaranteed by the credit union; and (iii) subject to investment risk; including possible loss of the principal invested.  Forge, APFS, APA, and Haddon Planning Group are all separate entities.