Your Financial Advisor will take the time to get to know you and your objectives, then tailor a plan to your specific goals. Let’s Find Your Way™ toward:
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.
The path to retirement can be overwhelming and confusing. At Wings Financial Advisors, we create simple, personalized retirement plans so members can feel prepared and confident about their financial future.
The first and most important step is listening carefully, asking questions about your goals and concerns.
We’ll analyze your current situation, evaluate alternatives, and develop a financial plan.
Once you have had a chance to review, we’ll discuss any adjustments and make recommendations for specific financial products and services.
We perform a comprehensive annual review that includes assessing any changes in the economy, your life, health and income, while tracking your plan of action.
Through CUNA Brokerage Services, Wings Financial Advisors offer full-service financial strategies to match your needs to the right financial vehicles, which may include:
Wings Financial Advisors can offer guidance on a wide variety of topics and help you make a plan to reach your goals.
The key to 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.
Check the background of an investment professional on FINRA's BrokerCheck, a free research tool to learn about the background and experience of financial brokers, advisers and firms.
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. Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency.