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.

Schedule an appointment
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.

Disclosures

1 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. Unitus Financial Advisors Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.  Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, Unitus Financial Advisors, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

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.

FR-2984032.1-0320-0422

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