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.
We’ll help you clarify your goals and develop a sound investment plan.
Understand where you spend your money today, and have a plan for where you want it to go in the future.
Plan for a retirement that covers your lifestyle and essential expenses, prepares you for the unexpected, and helps you leave a legacy.
With products such as our Educational IRA, we can help you plan ahead for your children’s college expenses.
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 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 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.