The key to your financial wellbeing is ensuring that your entire picture remains in focus. Wings Financial Advisors serve members’ complete financial needs with straightforward professional advice, provided through the credit union you already know.
Focused on your needs - As a service of your credit union, Wings Financial Advisors are first and foremost committed to helping members succeed. Your Financial Advisor will take the time to get to know you and your objectives, then will tailor a plan to your specific goals.
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Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do? A Representative of Wings Financial Advisors serving Wings Financial Credit Union is available to learn about your goals and work with you on your plan. Together, you’ll create a plan to help make those financial plans a reality.
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Retirement & Saving for College
Giving your children the best opportunities in life is top of mind for most parents. That means you can never start too early on a serious college savings strategy. But that's just one future financial goal. Living the retirement of your dreams means making your money last. Yet outliving our money is a worry we all have. What’s the secret to securing your financial future? Start a goal-oriented savings plan today – and stick with it.
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Whether you're looking to invest in tax favored retirement IRA's, diversified Mutual Funds, Annuities, Stocks & Bonds, or just want the ease of professionally Managed Accounts, Wings Financial Advisors are here to help you discover the Investment strategies that fit your financial situation, goals and objectives, as well as your risk and growth potential.
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Annuities are contracts with an insurance company that can help protect you against the risk of outliving your assets. Annuities provide future income in return for your contributions.
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Wings Financial Credit Union now makes available a variety of Insurance options through Wings Financial Advisors to protect what you love. From protecting your family with Life and Long Term Care Insurance, to defending against disasters with Auto and Home Insurance and more, Wings Financial Advisors are here to help you along the way.
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To help further members' financial education, Wings provides no-cost, no-obligation financial workshops.
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Contact an Advisor | Workshops
*Wings Financial 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.