Our Services
Our services
Retirement Planning
Start a goal-oriented savings plan today – and stick with it. Save for and create a plan that will 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.
Investment Options
Individual investments to complement your lifestyle. From conservative to ultra aggressive.
401(k) / Pension Rollovers
Time to rollover your 401(k) / Pension? Let Wealth Advisors guide you through the process.
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.
Upcoming Workshops
Upcoming workshops
Wealth Advisors located at Ideal Credit Union* offers educational workshops aimed at providing you with the know-how to take charge of your financial future.
Wealth Advisors Events
Wealth Advisors located at Ideal Credit Union provides a series of educational events throughout the year. Choose from the topics below to register to attend. We can't wait to help you achieve your goals!
| Topic |
Date & Time |
Location |
|
2021 Mid-Market Review
Register to Attend
Learn More |
Thursday, August 12
Two sessions available: 12:00 PM & 6:00 PM
|
Webinar via WebEx
|
CUNA MUTUAL GROUP Hosted Events
Wealth Advisors located at Ideal Credit Union are registered representatives of CUNA Brokerage Services, Inc. As part of this relationship, we encourage you to attend one of the webinars hosted by CUNA MUTUAL GROUP below.
| Topic |
Date & Time |
Location |
|
Income for Life
Register to Attend |
Tuesday, July 27 at 6PM Central
|
Webinar via WebEx
|
|
Medicare
Register to Attend |
Wednesday, August 4 at 5:30PM Central
|
Webinar via WebEx
|
|
How to Weather a Bear Market
Register to Attend |
Tuesday, August 10 at 6PM Central
|
Webinar via WebEx
|
|
The Return of Conservative Investing
Register to Attend |
Tuesday, August 17 at 6PM Central
|
Webinar via WebEx
|
|
Women & Investing
Register to Attend |
Tuesday, August 24 at 5:30PM Central
|
Webinar via WebEx
|
|
The 3 Transitions to Retirement
Register to Attend |
Tuesday, August 31 at 6PM Central
|
Webinar via WebEx
|
| These workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are based on the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully. |
Calculators & Resources
Calculators
Analysis of your current financial situation can help clarify your short- and long-term goals. The calculators on this page are tools to assist you in getting a clearer view of where you are financially–where you're headed–and what you need to do to get where you want to go.
See Calculators
Craig Lundquist, Senior Wealth Advisor and Kristin Becker, Senior Wealth Advisor Office Coordinator.