We see your big picture — and all the opportunities along the way to enhance it. Our expertise allows us to get up close and personal with your finances to create the most successful future possible, filled with endless possibilities.
The Wings Financial Advisors 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.
Take this quiz to see if working with one of us makes sense for you.
Averages work on paper, but not in real life – so I want to see you step forward from where you are. If you’re putting in 0%, let’s start with 2% and see how that feels. Six months later, maybe we can bump it up.
First and foremost, we’re paid a salary by the Credit Union. We’re full-time employees (as well as members), with benefits and regular paychecks. The Credit Union did this so our members would feel comfortable coming in to meet with us, as we don’t need to sell high-commission products to put food on the table.
The advantage of a mutual fund is that you get professional management from a manager or multiple managers and a team of analysts that are researching stocks or bonds and determining when to buy or sell those securities.
I generally recommend consolidating where possible, and there are a number of reasons why: to simplify by having a single company to work with versus several, to manage risk and reward better, and to potentially reduce fees.
As a general rule of thumb, the younger you are, the more you should have in stocks, then add bonds as you are approaching retirement.
Wings Financial Advisors professionals are registered representatives of CUNA Brokerage Services, Inc. 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.