Wealth Management Services
There are many important financial decisions that must be made throughout someone’s life, so we have collaborated with MEMBERS Financial Services to help members with all their investment needs. Financial advisors at United Financial Wealth Management Services can help you organize, understand, control and accumulate your wealth.
The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc*, a broker/dealer is focused on serving credit union members. CUNA Brokerage Services, Inc, is an affiliate of CUNA Mutual Group. Registered and 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
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.