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Investment Services

 

Introducing A New Financial Planning Service Just For You

Hawthorne is pleased to introduce our new business relationship with Financial Network Investment Corporation (Financial Network), an ING company. Financial Network is one of the largest independently managed investment services firms in the United States and a member of ING (International Netherlands Group), a global leader in investments and insurance services with over 1 trillion dollars under management.
 

Mike Pozzi, Financial Network Financial Professional

If you're like most investors, you want someone to walk you through the investment choices available to you.  That's where Mike can help.  A financial professional provides the in-depth knowledge necessary to assist you in identifying which investments are right for you.  Whatever your goals or stage in life, Mike can help you make the right investment choices.

Mike has over 20 years experience working within the financial services industry.  He has held leadership positions in both Investment and Insurance companies, as well as bank and credit union positions.

Get your Monthly Market Update with Mike Pozzi.

As an Investment Adviser Representative with Financial Network Investment Corporation, he has developed an approach which enables clients to safely reach their retirement goals, plan their estate, and efficiently transfers their wealth.  This is summed up in the Protect, Preserve, Grow philosophy that he uses to guide his planning. The planning is focused on building a trusted relationship with all his clients and tailoring plans to each client's unique needs.

Mike, his wife Lisa, a teacher, and two sons, are 18-year residents of the Northwest Suburbs.  Mike is active in various community activities.  He is a youth sports coach, a volunteer board member for non-profit organizations, and a participant in various area Chambers of Commerce.

You can contact Mike at 630-983-2310 or by email at financialplanning@ehawthorne.org.

As a member of Hawthorne you now have access to the following services:

  • Retirement Planning

  • 401K Review & Rollover Strategies

  • Estate & Financial Planning

  • Capital Conservation & Protection Strategies

  • Tax Reduction Strategies

  • Wealth Transfer Strategies

  • 403B, 457, 412I & Pension Plan Review & Consultation

  • Required Minimum Distribution (RMD) Planning

  • College Planning

  • Life, Disability and Long Term Care Insurance Policy Review & Consultation

  • Small Business Services: Group Benefits, Buy-Sell Agreements, Key Person Insurance, Business Succession Planning

In addition to the services offered above, Financial Network also offers the following investment vehicles:

Mutual Funds, Fixed and Variable Annuities, Tax-Advantaged Investments, Professionally Managed Accounts, Unit Investment Trusts Stocks, Bonds, Life Insurance and Long Term Care Insurance

For more details or to schedule a no-cost, no-obligation appointment with Financial Network Registered Representative, call 630-983-2310, fill out our request form, or email us today. And watch for upcoming announcements on our
no-cost financial seminars.

Because any type of financial planning is a long-term process, Mike offers continuing support and personal, face-to-face service. He will meet with you at your convenience to help you design and maintain an investment program customized to your individual needs. Remember, the first step to achieving your financial objectives is to meet with an experienced financial advisor. Your future won't wait. Let Mike help you to begin taking steps today to realize your dreams for the future.

Investments are not deposits; not FDIC or NCUSIF insured; not insured by any Federal Government Agency; and not guaranteed by any Bank or Credit Union. May go down in value.

 

Securities are offered through Financial Network Investment Corporation, a Registered Broker/Dealer and member of  SIPC & NASD. Financial Network Investment Corporation, ING and Hawthorne Credit Union are separate companies.

 

 

Hawthorne Credit Union
1519 North Naper Blvd.
Naperville, IL  60566-9738