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By clicking Continue you will be redirected from PCM Credit Union’s website to an externally-hosted website that is not controlled or affiliated with the credit union. PCM Credit Union is not responsible for the content or availability of linked third-party websites. Please be aware that the internal privacy and/or security controls of linked third-party websites may differ from those practiced by PCM Credit Union. Please be further advised that in the event a transaction takes place between you and the third-party host of the linked website, that PCM Credit Union does not represent the interests of either party in any such transaction.

Tax Planning & Preparation

Your taxes may look like a pile of numbers to you… But when you partner with an expert in financial strategies, your tax planning picture becomes much clearer!

Learn how to reduce your taxes and so much more through another valued partner of PCMCU. Courts Financial Strategies provides assistance in educating members on tax reduction strategies, how to protect your spouse, how to plan for social security, and also how to calculate health costs in retirement.

Contact Courts Financial Strategies today, to start saving for your tomorrow.

Courts Financial Strategies LLC makes it simple to book an appointment online!
Currently all appointments are held at PCMCU’s Green Bay location at 601 Willard Drive.

To schedule an in-person appointment at PCMCU, Click Here.

To schedule a Virtual meeting, Click Here. 

Before your appointment, be sure to review the Personalized Tax Planning and Preparation Service Checklist to allow for the most thorough and helpful review possible.

You may also call (262) 232-8080 for more information on tax preparation and planning or schedule an appointment.

Kenneth Courts | Chief Investment Manager | CFS
direct: (262)510-2226 | fax: (262)510-2226 | e-mail: [email protected]
2727 N Grandview Blvd, Suite 208 | Waukesha, WI 53188

Securities offered through Securities America Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Securities America, Securities America Advisors, Inc., and Courts Financial Strategies are separate entities.

Not NCUA Insured • Not Credit Union Guaranteed • May Lose Value.

Trading instructions sent via e-mail may not be honored. Please contact my office at 262-232-8080 or Securities America, Inc. at 800-747-6111 for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. The text of this communication is confidential and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Your cooperation is appreciated. 

Investment services communicated here are not affiliated with PCM Credit Union.

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