Investing and Retirement

Whether you’re a financial planning newbie or an experienced investor, we’re dedicated to helping you set a path and meet your financial goals.

Any Journey Worth Taking Deserves an Expert Guide

Through our relationship with MEMBERS Financial Services, Unitus makes available the options, guidance and knowledge you need to accomplish what’s most important to you, no matter what stage of life you’re in.

Investment Planning

We’ll help you clarify your goals and develop a sound investment strategy.

Money Management

Understand where you spend your money today, and have a plan for where you want it to go in the future.

Retirement Planning

Plan for a retirement that covers your lifestyle and essential expenses, prepares you for the unexpected, and helps you leave a legacy.

Education Funding

With products such as our Educational IRA, we can help you plan ahead for your children’s college expenses.

Estate Planning

Estate plans are an important part of your financial planning, and it’s never too early to start thinking about your legacy.*

Retirement & Social Security Seminars

Preparing for retirement is an important goal with a wide range of possible solutions. Attend a free seminar.

Want to get more out of your money?

MEMBERS Financial Services offers a range of investment options, including:

  • Individual Retirement Accounts (IRAs)
  • Mutual Funds
  • Full Service Brokerage
  • Annuities (Variable & Fixed)

Planning for retirement?

It’s never too early to start planning for your retirement, and MEMBERS Financial Services offers a full range of retirement savings tools. The key to a secure retirement is to plan ahead. Luckily, we’ve got you covered.

Meet the MEMBERS Financial Services Advisors located at Unitus

To start a conversation about your financial planning needs, contact one of the MEMBERS Financial Services advisors for a no-cost, no-obligation consultation.

  • John Alexander photo
    John Alexander

    John is located at our Mall 205 Branch and is also available to meet with members at the following branch locations by appointment: Clackamas, Mill Plain Crossing, North Williams, and Salem.

    503.423.8329
    Visit website
    Email John

  • Todd Micciche photo
    Todd Micciche

    Todd is located at our Peterkort Branch and is also available to meet with members at the following branch locations by appointment: Beaverton, Tanasbourne, and Unitus Plaza.

    503.423.8683
    Visit website
    Email Todd

Contact one of the MEMBERS Financial Services Advisors today to start a conversation about preparing for your future.

 

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