MEMBER-FOCUSED FINANCIAL STRATEGIES
for every stage of life.
FINANCIAL PROFESSIONALS bring your goals within reach.
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 and trust.
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. Or as we say, Let’s Find Your Way™ toward:
- Saving for your children’s education
- Creating a retirement income you can’t outlive
- Changing jobs and managing 401(k) distributions
- Protecting your assets and loved ones
- Creating a legacy for your family’s financial security
Our commitment doesn’t end there. Going forward, your Advisor will meet with you regularly to ensure your plans are still on-track, making any needed adjustments.
Complete financial strategies.
Through CUNA Brokerage Services, Wings Financial Advisors offer full-service financial strategies to match your needs to the right financial vehicles, which may include:
- Investments & financial planning, including mutual funds, stocks and bonds, annuities and IRAs
- Online brokerage through MEMBERS Financial Network
- Managed accounts, professionally managed portfolios designed to meet specific financial needs
- Insurance products & services, including life insurance, long-term care & annuities.
Complimentary financial education workshops.
These workshops cover timely topics like retirement income planning, 401k options, Social Security decisions and more. For current sessions, visit wingsfinancial.com/workshops.
Thank you for choosing Wings Financial Credit Union and Wings Financial Advisors. We look forward to helping you bring your financial goals within reach!
Let’s Find Your Way.™
Click here to schedule a no-cost appointment
Check the background of this investment professional on FINRA's BrokerCheck.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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.