Retirement & Investments are in our Wheelhouse
From retirement planning to insurance options to investment opportunities, our experienced Financial Professional has the resources you need to plan for a healthy financial future. The Wheelhouse Investment Services program is offered through CUNA Brokerage Services, Inc.* (CBSI), a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Retirement Planning
Our Financial Professional, registered through CBSI, will outline a retirement plan to match your budget and retirement target dates. She is available for private in-person meetings and telephone calls, so you can meet in the way that best suits you.
- Personal financial reviews
- Guaranteed lifetime income programs
- Retirement planning based on your risk tolerance
- Post retirement support
- 401k rollovers
- IRAs
Financial Planning
We take great pride in working with our Members to create comprehensive financial plans to help them reach their goals. We know that planning provides the structure necessary to succeed. We also know that taking small steps towards your life objectives makes it less stressful and more enjoyable.
Our experienced Financial Professional is committed to your health and well-being, and will provide flexible options to help you meet your goals, including:
- 401(k) rollover options
- Roth & Traditional IRAs
- IRA transfers
- Life insurance protection
- Tax-deferred investing
- Retirement planning
- Saving for college
Vice President, Wealth Management
CA License No. OA32064
Check the background of the investment professional on FINRA’s BrokerCheck.
Wealth Management
Our Financial Professional is well-recognized as a thoughtful investment representative, one who provides our Members with the resources they need to save, grow and protect their assets, through:
- Estate planning
- Mutual funds
- Tax strategies
- Annuities and bonds
- Brokered CDs
- Stocks
Education Planning
We know that education can be expensive, but easier to pay for if you have a plan in place prior to committing to a school. There are several ways to pay for education, including some that allow for tax-advantages. Our Financial Professional has extensive experience working with people to help them plan to pay for their own college education and/or that of their children. She is available to walk you through various options, including:
- Tax-advantages Savings
- 529 Plans
Insurance
With all good planning comes insurance, so when life changes you have everything covered to continue on your path. Our Financial Professional has several insurance options available to share with you, including:
- Life Insurance
- Long-term Care Planning
Retirement Calculators
Disclosures
*Wheelhouse Investment Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
FR-3426023.1-0121-0223