Investment and Retirement Planning
Any Journey Worth Taking Deserves an Expert 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.
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.
Meet the Unitus Financial Advisors located at Unitus
To start a conversation about your financial planning needs, contact one of the Unitus Financial Advisors for a no-cost, no-obligation consultation.
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John Alexander
John is located at our Mall 205 Branch and is also available to meet with existing clients at all branches as needed.
503.423.8329
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Email John -
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
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Email Todd -
William Lusby
William is located at our Clackamas Branch and is also available to meet with members at the following branch locations by appointment: North Williams
503.423.8675
Visit website
Email William -
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: Salem and Westmoreland
503.423.8707
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Email Levi
Contact one of the Unitus Financial Advisors today to start a conversation about preparing for your future. Check the background of these investment professionals on FINRA’s BrokerCheck.
