Wealth Advisors

Helping You Pursue Your Financial Goals

Ideal Wealth Advisors have always been committed to providing access to products and services that bring Ideal Credit Union members closer to living their Ideal Life. We believe the Ideal Wealth Advisors do just that by offering retirement, insurance and investment services that can help you pursue your financial goals.

 

Our Services

Our Services

Retirement Planning

Start a goal-oriented savings plan today – and stick with it. Save for and create a plan that an help you live well in retirement.

Purchasing Annuities

To help you save for, and live in retirement. Protect assets from market volatility.

Insurance Products

Protect yourself and the ones you love from the unexpected. Gain peace of mind.

401(k) Transition Assistance

Have an old 401(k) or pension? Let Wealth Advisors guide you through your options.

Investment Options

Individual investments to complement your lifestyle. From conservative to ultra-aggressive.

Education Funding

Giving your children the best opportunities is top of mind for most parents. Start early on a college savings strategy.

Other services

Wealth Advisors can also assist with FERS (Federal Employees Retirement System), TSPs (Thrift Savings Plans), CSRS (Civil Service Retirement System), Tax Savings & Additional Income, and more.

wealth advisors team photoCraig Lundquist, VP of Wealth Management, and Kristin Becker, Senior Administrative Assistant

Let Us Help

Whether you have one financial issue you want to tackle today or realize it’s time to put together a comprehensive financial strategy, Ideal Wealth Advisors will take the time to listen and learn about your unique situation.

Ready to get started? Schedule an appointment today!