Personal Planning

We believe in helping you make the most out of your money.

That’s why we offer investments and financial planning through iTHINK Wealth Management.

Whether you are a few years out of school or a few years into your retirement, iTHINK Wealth Management’s team can help you to successfully navigate life’s twist and turns and establish a steady financial path forward.

The iTHINK Wealth Management 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.

It Starts with a Conversation.

Planning for the rest of your life may seem overwhelming, but it doesn’t have to be. A great starting point is setting up an initial exploratory conversation with your iTHINK Wealth Management Financial Advisor. Our team will guide you through the process of financial discovery – understanding your current financial health, establishing goals for the future, and designing a strategy for achieving these goals. Our advisors are also skilled in helping you prepare for unexpected challenges that can occur along the way when “life happens” and develop a solid contingency plan, just in case.

Best of all, you do not need to be a financial expert to engage in this conversation. Just be an expert in YOU, your financial concerns and aspirations and iTHINK Wealth Management can help you with the heavy lifting.

Subject Matter Experts.

Here are some of the areas in which our Wealth Management team assists our members:

  • Rollovers, Transfers, and Conversions – The hows, whens, and whys of rolling over retirement assets (401(k)s, 403(b)s, TSPs, IRAs, pensions, etc) to an appropriate new vehicle, and helping you to determine if a change is to your advantage.
  • Investment Management – Protect the assets that you’ve worked so hard to earn. Put your money to work so that you can create a sustainable nest egg. Your advisor can help you determine the balance of risk/reward that is most appropriate for you.
  • Retirement/Financial Planning – Have I saved enough money to last a lifetime? How soon can I retire? Can I spend money on (my business, a big vacation, my grandchildren’s education) without jeopardizing my plan? These are just a few of the questions we can help you answer so you can make decisions with confidence, enjoy your life now, and sleep well at night.
  • Risk Management and Insurance – Whether protecting your loved ones from the consequences of an untimely death, or being prepared for the growing costs of long term care, we can help you be prepared for unexpected challenges should they arise.
  • Business Planning – Ensuring that you utilize tax-advantaged investment vehicles for your small business as well as planning for business succession when you (or others) decide to retire.
  • Estate Planning Any good retirement plan will consider how to most efficiently transfer wealth to the next generation. In partnership with Estate Planning attorneys and extensive resources available, we can assist in helping to ensure that your loved ones are taken care of through strategic use of wills, trusts, and insurance.

 

Contact An Advisor

Contact an advisor today to schedule a no-cost, no-obligation appointment to discuss your individual needs.

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*iTHINK Wealth Management advisors 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.

**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

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