Investment Services
BCU Investment Advisors - Helping You Reach Your Financial Goals
Planning for your future is one of the most important things you can do today. And the most important component of any strategy is having the right team on the job. That’s why your credit union makes available a full range of products and services to suit your needs.
BCU Investment Advisors is staffed by experienced professionals who are skilled in analyzing your situation, and building financial roadmaps to help you reach your goals. These professionals have more than 85 years of collective financial services experience, and serve over 2,000 members nationwide.
Whatever stage you are in life or wherever you are located in the U.S., we are here for you. We have the expertise and credentials to put you at ease when it comes to planning your future. We pride ourselves on developing strong relationships with our clients based on personal attention, trust and confidentiality. Let us be your partner, helping you every step of the way toward reaching your financials goals.
Our objective is to help you reach your financial goals. We're here to help you make sound financial decisions consistent with your risk tolerance, investment time-lines and goals. The program works in cooperation with the credit union, and compliments the product and services the credit union makes available to you. Together, we can help you:
Build your base of insurance protection
You work hard to build your assets. It's important to protect them from accidents, death, disability, illness, or loss. We can help you select the right insurance products to build an adequate safety net for you and your family. For example, we'll help you decide what type of life insurance is right and how much insurance you and your family need. Also, help protect you from an unexpected accident or illness that could be very costly and cause you to spend down your assets.
Accumulate your retirement assets
It's never too early to start saving for retirement especially since social security and Employer plans may not be enough. There's no stopping the future... but there are some excellent ways to prepare for it. Asset accumulation products and services present a broad range of choices for creating a more secure financial future for you and your family. Together, we will guide you through your options.
Fund your children’s education
Your child’s college education may be the single largest expense you’ll face. No matter how much you need to save, the most important step is to begin investing. There are many Education Funding options to choose from including 529 College Plans, Education Savings Accounts, and many others. We'll help you choose the option best suited for you based on your goals, schedule, and risk tolerance.
Manage your investments
Managing investments can be over whelming and that’s why we’ve applied credit union ideals to professional investment management. The result is investment professionals whose sole purpose is to work closely with you, understand your financial goals and dreams, and deliver a plan specific to your needs.
Develop your retirement income strategy
Most people concentrate on when they want to retire. But equally important to consider is how you’ll be able to retire without worrying about managing rising healthcare costs or outliving your retirement assets. Retirement is the time to enjoy life, not be overwhelmed with financial concerns. With the help of our experienced retirement specialists, you can develop a retirement income strategy... a strategy that gives you confidence and peace of mind during your retirement years.
Create a wealth transfer plan
Make sure that the plans you’ve made to transfer the assets in your estate to your family goes smoothly and without unnecessary delays. Settling an estate is much more difficult than most of us realize and can easily become a frustrating and divisive process. MEMBERS Trust Company has the experience and expertise to successfully guide your family through this difficult process by providing them with timely execution and reliable management of your assets until they are distributed, and provide the final piece of your credit union’s comprehensive financial services.
Representatives are registered through, and securities are sold through, and investment advisory services are offered through, CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, A Registered Investment Advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union. Trust Services offered through MEMBERS Trust Company. FR040527-6F2C
