How Can We Help You?

Whether it’s saving for your kid’s college education, protecting your family’s future with sufficient life insurance, or planning for your own retirement, we can help you develop your financial strategy with a no-cost, no-obligation analysis.

We provide a wide range of investment, planning, and insurance products and services, customized to help you achieve your financial goals, including:

• Full Service Brokerage
• Stocks, Mutual Funds, ETFs, Bonds
• Alternative Investments
• 401(k), 403(b), 457, & Pension Rollovers
• Traditional and Roth IRAs
• Business Retirement Plans
• Long Term Care Insurance
• Life Insurance
• Estate and Trust Services**
• 529 Plans

Our goal is to provide a comprehensive, holistic approach to financial planning to help you achieve your goals, short-term, long-term, and everything in-between.

Services
The wide array of financial considerations in today’s environment can easily seem overwhelming. We have the knowledge and experience to provide guidance and recommendations for virtually every financial situation, from the basics to the most complex.

Among the areas we focus on are:

• Retirement Planning
• Education Planning
• Retirement Income Distribution
• Investment Portfolio Construction
• Rollovers
• Estate Planning**
• Charity Giving
• Tax Efficiency*
• Insurance Assessment
• Wealth Management
• Trusts
• Business Retirement Plans

And if you’re looking for something that’s not on the list, there’s a good chance one of our team members has the experience to assist.

Products
The numerous financial vehicles available today provide the opportunity to construct a portfolio that meets virtually any need or situation. As a full service brokerage, we cover the following: 

• Stocks (domestic & international)
• Bonds (new issue & secondary market)
• ETFs (exchange traded funds)
• UITs (unit investment trusts)
• REITs (real estate investment trusts)
• Mutual Funds (extensive list of fund families)
• Managed Accounts
   

Insurance:

• Life Insurance
  • Term
  • Whole Life
  • Universal Life
  • Variable Life
• Long Term Care Insurance
• Annuities
  • Fixed
  • Variable
  • Indexed
• Disability Insurance
   

* MITFCU Financial & Retirement Services provides information for general guidance only - it does not constitute the provision of legal advice, tax advice, nor should it be construed as such. The information should not be used as a substitute for consultation with professional tax advisers. Before making any decision or taking any action you should consult a qualified professional adviser to whom you have provided all of the facts applicable to your particular situation or question. None of the tax information given is intended to be used nor can it be used by any taxpayer, for the purpose of avoiding penalties that may be imposed on the taxpayer.

**Representative is not an attorney. For legal questions, including a discussion about estate planning, please consult your attorney.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor,2000 Heritage Way, Waverly Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CBSI is a registered broker/dealer in all fifty states of the Unites States of America.