Financial Planning & Retirement Complimentary financial planning and investment guidance for members

"Why Our Financial Planning Program Is So Special"

Let's Plan For a Bright Future, Together

Our resident financial advisor, Joshua Keyes, can provide you with everything from in-depth financial guidance and financial goal setting to even simply a second opinion on the state of your finances.

Members enjoy complimentary, no-obligation financial planning with Josh, no matter if you have $500 or $5,000 to invest. Ask our representative to help you create a personal financial plan that best fits your life so that you can retire sooner and with confidence.

Financial Retirement & Investment Services is offered through CUNA Brokerage Services Inc., a broker/dealer focused on serving credit union members. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Check the background of this investment professional on FINRA’s Brokercheck.

Insurance Strategy

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.

Investment Strategy

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.

Retirement Planning

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. epresentatives 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-2963152.1-0220-0322

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