Credit Union’s Financial Planning Partner Earns Prestigious Industry Credential

Philip Lavelle, Jr, CFP®, at Financial Partners Group in Anderson, Indiana has been authorized by the Certified Financial Planner Board of Standards Inc. (CFP Board) to use the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP (with flame logo)® in accordance with CFP Board certification and renewal requirements.

Lavelle has worked at Financial Partner Group since 12/21/2008 and, as a licensed General Securities Representative (Series 7), an Investment Advisor Representative (Series 65) and an insurance agent in the state of Indiana with New England Financial, offers personal financial planning.

These marks identify those individuals who have met the rigorous experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants must also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board currently authorizes more than 57,000 individuals to use these marks in the United States.

Financial Partners Group is located at Madison County Federal Credit Union, 621 E. 8th Street, Anderson, IN 46012, www.financialpg.com.

New England Financial is a registered mark of New England Life Insurance Company, a Bostonbased affiliate of MetLife, Inc. (NYSE: MET), that provides financial products and services to affluent and business owner markets through a network of 45 offices and almost 2,200 financial representatives. For more than 170 years, New England Financial has been recognized as a premier life insurance and financial services organization. For more information, please visit the company’s website at www.nef.com.

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Securities products and investment advisory services are offered through New England Securities Corp., a broker/dealer (member FINRA /SIPC), and registered investment adviser.