United Financial Credit Union

Wealth Management Services

There are many important financial decisions that must be made throughout someone’s life, so we have partnered with MEMBERS Financial Services to help members with all their financial needs. Financial advisors at United Financial Wealth Management Services can help you organize, understand, control and accumulate your wealth.

Our licensed professionals will build customized strategies to assist you with specific financial goals such as funding educational needs or developing income distribution strategies for retirement. They can also provide you with a written game plan to help you efficiently tackle a number of financial goals at once.

  • Buy/Sell strategies
  • Group Insurance (Health, Life, etc.)
  • Deferred Compensation Plans
  • Retirement Plans (401(k), profit sharing, etc)
  • Non-qualified retirement programs
  • Business Continuation Planning
  • Executive Fringe Benefits
  • Employee Benefit Program

MEMBERS Folio Investing

Jonathan Dekker,
United Financial Advisor

989.777.3620

 

Whether they are large or small, contact Jonathan today to schedule a no-cost, no-obligation appointment to discuss your individual business needs.

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

Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchases you should carefully read the prospectus and prospectuses for the underlying investment portfolio of variable products and other information about the investment company. In addition to carefully reviewing the prospectus you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing. A prospectus may be obtained by contacting United Financial Wealth Management Services or directly from the mutual funds, insurance company, or offering entity.
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.