Magnify Credit Union has strategically aligned with Financial Services Representative, Kim Andreadis, to provide financial planning and education for all of our members and employees.
Kim is a Registered Representative and Financial Advisor for Principal Securities, Inc. and a Financial Services Representative with Principal National Life and Principal Life Insurance Companies. She works with a diverse clientele to assist them with their financial strategies in order to help them achieve their current and retirement financial goals.
She is a member of the Million Dollar Roundtable and earned the Principal Financial Group® Executive Cabinet Distinction award.
Kim is very active in the American Business Women's Association serving as past President and earned National Top Ten Woman of the Year in 2013. She is currently serving as Program Chair and has chaired the Professional Development committee and the mentorship program with ABWA.
Employee Benefits -- Benefits plans designed to help create an employee's financial foundation.
Executive Benefits -- Attraction and retention strategies for the key people who help make a business grow and prosper.
Business Transition -- Business continuity, wealth transfer strategies and other solutions to help with business longevity.
Risk Management Services -- Help build the financial foundation based on your financial objectives, time horizon and risk tolerance.
Financial Analysis -- Help plan for children's education, asset allocation, conscientious survivor strategies, tax management strategies, and comprehensive retirement accumulation and distribution strategies.
Wealth Management Services -- Help develop strategies for wealth accumulation and asset retention for the long term.
Estate Planning -- Help develop a plan to minimize estate transfer expenses to maximize the estate value to heirs.
Financial Services Representative, Principal Securities Registered Representative, and Financial Adviser.