Investment and Retirement Planning

It’s never too earlyーor too lateーto start planning for your future. Whether you want to save for a house or work toward a comfortable retirement, Unitus Financial Advisors1 can help you with your goals, no matter what stage of life you’re in.

Meet your Unitus Financial Advisors

Unitus Financial Advisors offer the tools, guidance, and knowledge you need to accomplish what’s most important to you. Connect with us for a no-cost, no-obligation consultation to see how we can help you reach your future financial goals. Check the background of these investment professionals on FINRA’s BrokerCheck.

William Lusby

William is located at our Mall 205 branch and is also available to meet with members at the following branch locations by appointment: Clackamas, Gresham, Mill Plain, N. Williams and Westmoreland.

503-423-8675
Email William

Meet William

As your needs in life change, we're here to provide the help you need. No matter your current situation, we're here to help you every step of the way—from investment strategies, wealth management needs, retirement planning and much more!

Strategy & Wealth Management

  • Investment Strategy

    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.

  • Education Funding

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

Planning & Learning

  • Retirement Planning

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

  • Estate Planning

    Estate plans are an important part of your financial planning, and it’s never too early to start thinking about your legacy.2

  • Seminars

    Learn more about Investing, Retirement, or Social Security by attending a complimentary seminar.

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Investor Connection

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Disclosures

1 The financial professionals at UFA Unitus Financial Advisors are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Unitus Community Credit Union and UFA Unitus Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UFA Unitus Financial Advisors, and may also be employees of Unitus Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Unitus Community Credit Union or UFA Unitus Financial Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

2 Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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