Investment & Retirement Services
In today's complex financial environment, getting where you want to go requires knowledge and sound financial planning. No matter what your objectives, it takes planning. And, your Credit Union makes available comprehensive financial planning through LifePlan.*
LifePlan is available for everyone -- no matter what your age or financial status. LifePlan offers programs for those just beginning their careers to those contemplating retirement. Some of the services include:
- Comprehensive Financial Planning
- Investment Advice
- Retirement Planning
- Risk Management
If you would like assistance identifying your resources, analyzing your objectives and mapping out a strategy to help achieve your financial goals, seek the services of a qualified financial representative from LifePlan. For additional information, call (314)771-7700 ext. 58671 or (800)325-9905 ext. 58671.
Check the backgrounds of our investment professionals on FINRA's BrokerCheck.
*LifePlan representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the Credit Union. CBSI is under contract with the Credit Union, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2414865.1-0219-0321