The Financial Retirement & Investment Services is offered through CUNA Brokerage Services Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services Inc. is an affiliate of CUNA Mutual Group.
The program provides you with in-depth financial guidance and financial goal setting or simply a second opinion on the state of your finances. Ask our representative to help you create a personal financial plan that best fits your life so that you can retire sooner and with peace of mind.
Check out the available financial retirement services to help you get on track today.
I help individuals and families of 121 Financial Credit Union reach their financial goals and increase their financial confidence by providing sound financial advice based on 20 years of experience in the industry/creating realistic and detailed financial plans. I am deeply committed to my clients’ financial wellbeing, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances.
As a financial advisor, I want to share my passion for educating members on their investment and insurance options, while improving their lives. I became a financial advisor when I saw that my own parents were confused with their own retirement investment options and needed guidance that wasn’t intimidating. I enjoy educating individuals on their investment choices while directing them to solutions and programs that meet their specific needs. I currently hold a Series 7, Series 63, Series 66 as well as being licensed to assist with life insurance and annuities.
In my spare time, I enjoy coaching youth sports, deep sea fishing and spending time with my loving family.
Check my credentials with FINRA BrokerCheck.
Protect yourself and the ones you love from an unexpected death or illness—even from living longer than expected. The Financial Planning & Retirement program lets you discover your options for life insurance, long term care insurance and annuities so that the money is there for you and your family when times get tough.
Ready to get started?
Reach retirement sooner with the right investment strategy. From IRAs and mutual funds to managed accounts and stocks & bonds, we encourage you to work with the program representative so that you’re pursuing an appropriate financial strategy with your money.
How soon can you retire? And how can you make your money last while living in retirement? With online tools and in-person guidance, you can know how much money you need for retirement and how you can live comfortably on your savings.
*Financial Investment & Retirement Services Advisors are registered representatives of CUNA Brokerage Services, Inc. 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.