Together Investment & Retirement Services

The Together Investment and Retirement Services 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.


 

Schedule a phone consultation today!

 

Financial security is important to everyone. Planning for the future not only affects yourself, but also the ones you love and the generations that follow. That's why we offer our members Together Investment and Retirement Services.

 

Our Financial Professionals Provide

  • Comprehensive Financial Planning
  • Financial Advice
  • Retirement Planning
  • Estate Conservation
  • Insurance Services
  • Long Term Care Planning

 

 Click Here to Access your Brokerage Account >>

 


Meet the Financial Advisor Team

 

Check the background of these investment professional on FINRA Broker Check.


Investment and Insurance Benefits 

 

Term Life Insurance

Term Life Insurance is intended to help replace lost income and cover needs that will go away over time. It is insurance for a specific number of years. Most policies have coverage that will not change for the length of the term selected. Many proprietary content term insurance policies have an option that allows you to convert to a permanent policy without a medical exam.

 

Whole Life Insurance

Whole life offers coverage for your entire life. And it accumulates cash value, which is accessible in the form of loans or withdrawals. So whole life can represent a future source of money as well as protection. The premiums are guaranteed to remain the same throughout your lifetime.

 

AD&D Insurance

AD&D pays a cash benefit in the event of an accidental death or if an accident causes specific permanent injuries.

  • Guaranteed acceptance - no health questions or medical exams.
  • Coverage available at a cost-effective, monthly rate.
  • Cash payout is often not subject to income-tax.
  • You’re protected whether at home, at work, on vacation or during travel.

Auto Insurance

It can be hard to find the best car insurance. That's why we work with Liberty Mutual to offer cost-effective coverage that's easy to get to and easy to understand.

 

TruStage keeps you on the road and protected. Our relationship with a leading provider like Liberty Mutual means your policy can fit your budget and your needs. You could benefit from accident forgiveness, 24-hour roadside assistance and a 12-month rate lock by switching today. We'll even replace your car if it's totaled with a model that's one year newer.

 

Brokerage Services

Manage your investments with ease by opening an account with CUNA Brokerage Services, Inc. Through CUNA Brokerage Services, Inc., you can manage multiple types of investments, access your account anywhere, anytime and partner with a financial professional to help understand your unique financial situation.

 

Trust Services

We know that while you can’t predict the future, you can prepare for it. Plan ahead with Together Credit Union’s partner, Members Trust Company. Members Trust Company provides financial stewardship, trust and estate services and is committed to ensuring your financial legacy.You will have peace of mind knowing that your hard-earned assets will be administered according to your terms.

 

Long Term Care Planning

Long Term Care Insurance can help prevent these future uncertainties. Long Term Care Insurance can help provide the best opportunities for care and assistance should you ever need it.

 


Interested in knowing more?

Check out our resources below to learn more about the benefits of financial planning.

 

Retirement Planning Modules

 


Phone Consultation

Ready to start planning for retirement or turning your financial goals into reality! Click here to schedule a complimentary phone consultation with our Financial Services Coordinator, Diane Stockwood.

 

During the 10-minute introduction call, Diane will assess your current financial situation, determine your savings goals, and outline our various services. Based on the information provided, Diane will schedule a follow up appointment with of one of financial advisors.  

 


Together Investments & Retirement Financial Professionals 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. FR-3020621.1-0320-0422