How much money do you need? Where do you start? Who should I invest with?
Don’t worry. We help make things simple for you.
By partnering with CUNA Brokerage Services’, one of the world's most ethical companies, we have helped guide others just like you feel confident about planning for the future. And because every situation is just a bit different, those we have helped guide in the past always found it most helpful to schedule a complimentary Financial Planning Assessment with a financial advisor.
IRAs and 401Ks are tax-favored ways to save for retirement. It’s never too late to start saving for your retirement with these tax-advantage accounts.
Knowledge is power. No matter where you are in life, the more you know about handling your finances, the better your chances of reaching your goals — including planning for college for the kids.
A comprehensive and manageable retirement plan can give you more control over when you retire, and what your retirement will look like when it arrives.
While most of us need an estate plan, few of us actually take time to put one together. Good news: It might not be as difficult as you think. A financial advisor can help you get started and recommend strategies to help you achieve your personal estate planning objectives.
Are you investing as well as you can? Give us a few minutes and let us show you a smarter way. With over 160 pre-made folios to choose from. Invest in as many as you want or create your own masterpieces.
©2016 by FOLIOfn, Inc. All Rights Reserved. Securities products and services made available through FOLIOfn Investments, Inc. Member FINRA/SIPC.
Wealth transfer planning doesn’t have to take a lot of money or a complicated estate plan to create a lasting legacy. If your plan is to leave a sum of money to your children, grandchildren or a charity; there may be a more tax-efficient solution for your maturing CD.
Protecting those around us after we’re gone is a basic need and a key component of any member’s financial plan. Through Tropical Financial Investment and Insurance Services, we can offer a wide variety of life insurance products to meet the protection needs of these members
Think you don’t need disability coverage?
We all want to leave this world with our financial affairs in good order. So we draft a will and an estate plan, and purchase life insurance. But few of us consider disability insurance—The coverage that can help us maintain our income and quality of life while we are alive. We’d all like to believe that we’ll never be disabled. But the reality is…It could happen to you. If it does, will your family be taken care of? Will you be prepared?
We look forward to listening and learning about the questions and concerns you have about planning for the future and then providing recommendations to help guide you along the way.
Check the background of the investment professionals on FINRA's BrokerCheck.
Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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. CBSI, ICW, IRA, FR-1535094.1-0616-0718