Investment and Retirement Planning

Whether you’re a financial planning newbie or an experienced investor, we’re dedicated to helping you set a path and meet your financial goals.

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

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.

Start the Conversation

Contact one of the Financial Professionals for a no-cost, no-obligation consultation.

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.

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.

Unitus Financial Advisors



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