Member Investment Services
We want to be your long-term trusted advisor for financial planning services. Family Advantage Federal Credit Union Investment Services understands that no single investment or combination of investments is right for everyone. Our Investments Experts will help you identify your needs and will provide sound advice to help you make an informed decision that is best for you.
We can help you with a complete offering of services, including:
- Retirement Planning
- Portfolio Management
- College Funding Strategies
- Lifestye Planning
- Variable Annuities
- Portfolio Evaluations
- Wealth Preservation
- Stocks & Bonds
- Life Insurance Needs Planning
- Estate Planning
At FAFCU, you will receive professional, personalized and complete investment services. There is no cost or obligation when you meet with our staff. During your meeting, you will be assisted in identifying and prioritizing your goals, and exploring various investment opportunities.
About Our Investment Advisors
Frank Haviland
With over a decade’s experience creating financial solutions to challenging financial problems, Frank Haviland serves as the primary investment advisor representative to individuals from many different financial situations, business owners, and families with sophisticated financial and retirement planning needs in the middle Tennessee area.
Through his extensive experiences as a Vice-President in the investment division for two national banks in middle Tennessee, Frank has broad problem solving capabilities when it comes to helping his clients achieve the financial goals they hold most dear.
Frank has been with working with Family Advantage Credit Union members since mid 2006. Since then Frank has become very knowledgable with the GM SAP programs and the options that they provide, for the GM employees and retiree’s. Frank has helped many members with their overall financial needs, including 401k reviews, IRA rollovers, pension questions, Income and insurance needs.
Lee Hooks, MBA, AAMS
Lee is a graduate of Santa Clara University’s Masters of Business Administration program where he focused in finance. Santa Clara’s MBA program is consistently ranked as one of the top 10 business schools in the United States, by U.S. News and World Report magazine. Lee has also earned the Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning.
Prior to working in the financial planning industry Mr. Hooks was employed by one of the 5 largest CPA Tax firms in the nation. Lee worked in the tax strategy department where he helped companies like Microsoft, Intel and Cisco develop tax strategies that would help improve their success.
Mr. Hooks is active in his church where he serves as a deacon. Lee also enjoys golfing, traveling, studying history and spending time with his lovely wife, Therese.
Investment products and services available only to residents of: California (CA), Connecticut (CT), Florida (FL), Illinois (IL), Massachusetts (MA), North Carolina (NC), Texas (TX), Tennessee (TN), Alabama (AL), Kentucky (KY), Michigan (MI), Georgia (GA), and Ohio (OH).
Securities offered through NEXT Financial Group, Inc.
Member FINRA/SIPC
100 Stephen P. Yokich Pkwy.
Spring Hill, Tennessee 37174
931.486.3125
Family Advantage Federal Credit Union is not an affiliate of NEXT Financial Group, Inc.
To view NEXT Financial Group’s privacy policy, click on the following link
Next Financial Privacy Policy
Investments are not federally insured
Investments are not obligations of Family Advantage Federal Credit Union
Investments are not guaranteed by the Credit Union or any affiliated entity
Investments involve risks, including the possible loss of principal
Securities offered through Next Financial Group, Inc. member NASD/SIPC are not insured by the NCUSIF, or any government agency. They are not deposits or obligations of the Credit Union. Family Advantage Federal Credit Union is not an affiliate of Next Financial Group, Inc.
