Financial Planning

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PFCU is dedicated to helping its members reach their financial goals.  As part of this mission, PFCU has partnered with Touch Financial Group.  PFCU members can contact Touch Financial Group for help with the following services:

  • Retirement/Financial Planning
  • Employer Retirement Plans such as 401(k), 403(b), and 457(b)
  • Individual Retirement Accounts (IRA and Roth IRA)
  • College Tuition Planning and Tax-Advantaged 529 College Savings Plans
  • Insurance: Life, Health, Medicare Supplement, and Long-Term Care
  • Mutual Funds
  • Stocks
  • Options
  • Bonds: Municipal and Taxable
  • Annuities: Fixed and Variable
  • Real Estate Investment Trusts (REIT)

Contact Touch Financial Group Investment Partners:

Meet the Team: (pictured left to right)

  • Blake Warner, AIF®
  • Russ Warner, AIF® 
  • Karen Fashandi, Administrative Assistant

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities offered by Russ Warner and Blake Warner through Sigma Financial Corporation(“Sigma”), Member FINRA/SIPC. Investment advisory services offered by Russ Warner and Blake Warner through Sigma Planning Corporation(“SPC”, a registered investment advisor.  Touch Financial Group is independent from Sigma Financial Corporation and SPC.

Use FINRA’s free Broker Check tool to research the background and experience of financial brokers, advisors and firms.  All companies are independently owned and operated.

Russ Warner and Blake Warner operate their branch office under the business name of Touch Financial Group.  This office is located at 191 Waukegan Rd., Suite 103, Northfield, IL 60093.  Touch Financial Group is an unregistered entity, is not affiliated with Sigma or SPC, and is independently owned and operated.

For members of Partnership Financial Credit Union (“PFCU”), please note that brokerage services, investments, and securities products purchased or sold in a transaction are not insured by the Federal Deposit Insurance Corporation, the National Credit Union Administration, or any other federal or state deposit guarantee fund; are not deposits or other obligations of PFCU and are not guaranteed by PFCU; are subject to investment risks, including possible loss of the principal invested; and are being provided by Russ Warner and Blake Warner through Sigma and/or SPC, not by PFCU.  PFCU is unaffiliated with Sigma, SPC, and Touch Financial Group. 

Securities are not federally insured, are not guaranteed by Partnership Financial Credit Union or any affiliated entity, are not obligations of Partnership Financial Credit Union, and involve investment risk, including loss of principal.

PFCU Will Be Closed on Monday, Oct. 9th for the Federal Holiday