Protect Your Wealth

You probably have a vision for your future – whether it’s a glimpse of what kind of retirement you want or a desire to fund your children’s college education, or something else entirely. What every vision needs is a plan.

ATFCU has partnered with the CUNA Brokerage Services, Inc. to provide the long-term planning expertise you need to achieve the future you hope for. Together with a wealth management advisor your custom plan will be crafted with a focus on the following key strategies for future financial planning:

1 – Accumulating wealth in your working years

2 – Achieving security and independence in retirement

3 – Transferring assets in the most advantageous way

No matter where you are in life or what your goals are, we can help. To get started, contact Pamela or visit our online Brokerage Center to learn more about financial solutions for long-term financial planning.

Professional Services:
  • Comprehensive Financial Guidance
  • Education Funding
  • General Investment Management
  • Investment Management for Seniors
  • Retirement Account Planning
  • Insurance Planning
  • IRA and 401k Rollovers
  • Long Term Care Insurance
  • Retirement Income Planning
  • Retirement Planning
  • Wealth Management

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.