Investment and Retirement Planning
Any Journey Worth Taking Deserves a Skilled Guide
The Unitus Financial Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Through our relationship with Unitus Financial Advisors, 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 Plans
We’ll help you clarify your goals and develop a sound investment plan.
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 complimentary seminar.
Want to get more out of your money?
Unitus Financial Advisors offers a range of investment plans and 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 Unitus Financial Advisors offers a full range of retirement savings tools. The key to a secure retirement is to plan ahead. Luckily, we’ve got you covered.
Start the Conversation
Contact one of the Financial Professionals for a no-cost, no-obligation consultation.
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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, Multnomah Village, Salem, Tanasbourne, and Unitus Plaza.
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William "Bill" Lusby
Bill is located at Mall 205 and is also available to meet with members at the following branch locations by appointment: Clackamas and Gresham.
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David "Levi" Hansen
Levi is located at our Mill Plain branch and is also available to meet with members at the following branch locations by appointment: North Williams and Westmoreland.
Contact one of the Financial Professionals today to start a conversation about preparing for your future. Check the background of these investment professionals on FINRA’s BrokerCheck.
