Helping you achieve your financial goals
At Ideal Credit Union we have always been committed to providing products and services that bring our members closer to living their Ideal Life. We believe the Wealth Advisors Program located at Ideal Credit Union does just that by offering retirement, insurance and investment services that can help our members reach their financial goals.
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.
To help you save for, and live in retirement. Protect assets from market volatility.
Protect yourself and the ones you love from the unexpected. Gain peace of mind.
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.
Giving your children the best opportunities is top of mind for most parents. Start early on a college savings strategy.
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.
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, Craig Lundquist, Senior Wealth Advisor, will take the time to listen and learn about your unique situation.
Ready to get started? Give us a call at 651-773-2876 or schedule an appointment.