Financial Services
Our team of financial advisors provide full financial analysis and financial planning services to SchoolsFirst FCU Members. Our advisors are experienced, licensed, and registered professionals trained to design financial plans specifically tailored to your needs and objectives.
Our first and most important step is to listen to your hopes, dreams, and plans for the future. Next, we’ll carefully review your current savings, insurance, and investment portfolio. Finally, we’ll suggest an investment strategy that best fits your goals and your family’s budget.
We can help you:
- Establish and meet specific savings objectives, such as college tuition
- Determine your insurance needs
- Plan for your retirement
- Take advantage of favorable tax laws
- Consider asset allocation options and estate planning for your heirs
Our financial advisors can assist you with:
- Mutual funds
- Fixed and variable annuities
- Tax-deferred investments, including IRAs
- Stocks and bonds
- Life insurance
As a SchoolsFirst FCU Member, you can participate in a
complimentary introductory meeting with one of our financial advisors. Of course, there is no obligation to purchase investments; however, if you are interested in specific investments, our financial advisors will discuss the specific sales charges and commissions associated with those investments.
Or, if you prefer making investment decisions on your own, you can use our
self-service online investment program.
*Representatives are registered, securities are sold, and investment advisory services are offered through CUNA Brokerage Services, Inc. (CBSI), member
FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by SchoolsFirst FCU. CBSI is under contract with SchoolsFirst FCU, through the financial services program, to make securities available to Members.
CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.
