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.

The Retirement Consulting & Investment 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  ATFCU has partnered with the CUNA Brokerage Services, Inc. to provide the long-term planning 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 Jon or visit our online Brokerage Center to learn more about financial strategies 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


Check the background of this investment professional on FINRA's BrokerCheck.

*Retirement Consulting & Investment Services Advisors 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 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. CBSI is a registered broker/dealer in all fifty states of the United States of America. .

**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you.  There may be important differences in features, costs, services, withdrawal options, and other important aspects between your employer sponsored retirement account and an IRA.