At Shoreline Hometown Credit Union, we proudly partner with Dr. Preston D. Cherry of Concurrent Financial. As a trusted financial professional, he brings the knowledge and experience needed to guide you through every stage of your financial journey. By understanding your goals, he can craft personalized financial plans that offer the best opportunities for success. Whether you’re planning for retirement, managing investments, or setting up a budget, Dr. Cherry is here to assist you every step of the way. He will schedule appointments at one of our branches or meet with you at his office. We encourage you to reach out to find the financial solutions that best suit your needs.

Concurrent Financial

Through our partnership with Concurrent Financial, Shoreline Hometown Credit Union provides members with access to expert financial planning services designed to help you achieve your financial goals and secure your future. We’re committed to aligning your finances with what matters most to you, guiding you toward financial freedom and the life you envision.

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Key Financial Planning Services:

  • Lifestyle spending and flexibility
  • Life stage transitions
  • Risk and insurance management
  • Retirement planning and investments
  • Forward tax planning
  • Social Security and Medicare
  • College planning and elder care
  • Student loan debt reduction
  • Career benefits and flexibility
  • Values-based charitable giving
  • Legacy estate planning
  • Business tax strategies and exit planning
  • Cryptocurrency management

Let’s plan together for a future that reflects your values and ambitions.

Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®

CEO & Wealth Advisor
Schedule Your Free Good Fit Meeting
Visit the Concurrent Website
888.332.2372
101 S. Military Ave, Suite 255
Green Bay, WI 54303