One of the great joys of wealth is having the opportunity to better the world around you with generosity. And, what better way of expressing those values to your family than by encouraging them to get involved in charitable endeavors? Engaging the next generation can provide an opportunity to pass on valuable insight to financial stewardship and volunteering. So, how can you get started?
Establish your roots
Crafting a family mission statement can be an opportunity to highlight your values and goals. Consider displaying your statement predominantly in your home.
Plant the seed
There are different approaches you can take to engage your family members. One way is by sharing personal experiences, stories and perspectives that can help spark ideas with family members. Another way is by incorporating their interests. Do they love sports or music? Perhaps there’s an organization that donates athletic equipment or musical instruments to underprivileged children.
Get to work
Start today; our team at TFCU Financial Advisors can help you with a plan for your family’s unique financial goals.
TFCU Financial Advisors
6501 Tinker Diagonal, MWC
(405) 737-0006
TFCUFinancialAdvisors.org
Securities are offered through RAYMOND JAMES FINANCIAL SERVICES, INC., Member FINRA/SIPC, and are not insured by NCUA or insured by any other government agency. Funds are NOT GUARANTEED nor are they deposits or obligations of the credit union or any affiliated entity of the credit union, and are subject to risk, including the possible loss of principal. Tinker Federal Credit Union, Tinker Financial Services, LLC and TFCU Financial Advisors* are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc., a non- affiliated third party provider to Tinker Financial Services, LLC and Tinker Federal Credit Union. All investments and information are intended for U.S. residents only. * TFCU Financial Advisors is a registered trademark and ‘dba’ of Tinker Financial Services, LLC. Some portions of this information was prepared by Broadridge Investor Communication Solutions, Inc. Remember that, while they’re sound strategies, diversification, asset allocation, and dollar cost averaging can’t guarantee a profit or eliminate the possibility of loss. All investing involves risk, including the potential loss of principal, and there can be no guarantee that any investing strategy will be successful.
