What We Do

Designing individualized financial goals and guidance

Planning for the future isn't always easy. The CFS* financial investment advisors at Consumers Credit Union can work with you to develop a strategy that will help you reach your goals, such as saving for retirement or a child's education.

They will meet with you one-on-one to review your finances at no cost and with no obligation. Together, we help you find the right investment accounts and options for your specific needs.

Check the background of this firm on FINRA’s BrokerCheck. To learn how to view your investments in Online Banking, click here.

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Comprehensive Portfolio Management

Our philosophical investment approach starts with our risk assessment using Riskalyze.

Riskalyze provides clarity and focus to create a unique experience for each individual. Once we’ve determined your Riskalyze Score we will construct a portfolio through asset allocation, diversification, and rebalancing strategies. Over time, we’ll monitor your investments and make necessary adjustments to keep your portfolio aligned with your Riskalyze Score and overall life goals.

Secured Income Strategies

Our objective is to provide a healthy journey towards financial freedom in retirement. Secured income in retirement can come from a variety of elements. We take a disciplined approached by estimating your earnings and expenses, evaluating your assets, forecasting your longevity, and planning for the unexpected. Secured income planning is increasingly important in protecting you for the long-term, especially with concerns about the stability of social security and the decline of defined benefit plans.

Retirement Planning

Retirement should be rewarding and exciting, not overwhelming and stressful. Together we can take the guesswork out of your financial future by using our Riskalyze tool. Riskalyze quantifies your acceptable levels of risk and reward so we can help you achieve your retirement goals. Once we determine your Riskalyze Score we will establish a retirement map through Money Guide Pro, our retirement planning tool. Ultimately, we will review your progress toward your retirement so you can better understand what we can do to increase your probability of success.

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Long-Term Care

Taking care of loved ones that are unable to perform the necessary daily activities is a tremendous responsibility. Our goal is to provide options for you and your family to live independently and safely. Whether it be in-home care, assisted living, or nursing care, we take a comprehensive approach to discuss long-term care insurance to ease the challenges of unexpected costs.

Life Insurance Solutions

A well-structured insurance strategy can help protect your loved ones from unexpected financial events. We will work diligently to determine the right type of insurance for you and your family as well the best plan to suit your specific needs.

Cash Flow & Tax Efficient Investing

Managing money can be mentally taxing and more than just creating and following a budget. We will help design a structured cash management plan, so you are not living beyond your means. From there, you’ll be able to anticipate managing your life goals such as buying a house, saving for your children’s college education, retirement, and other short and long-term goals.

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Investment Calculators

Our comprehensive calculators can help you make smarter, more-informed decisions.

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*Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

**The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state