Retirement Planning & Management

If retirement is down the road for you ...
Are you currently following a plan for funding your future plans -OR- are you realizing you need some help coming up with a coordinated plan for funding your future plans?

If you're currently in retirement ...
Are you following a plan to manage your retirement funds -OR- finding you could use some help managing your retirement funds?

In any of these situations, the Financial Services Center located at UnitedOne Credit Union can help you.  Representative Jason R. Muench can meet with you for a no obligation, no charge review of whether your retirement plans currently reflect a green, yellow or red light!  Whether you're just starting your working life or enjoying your golden years now, Jason has the knowledge and experience to make the most of your hard-earned dollars. Jason can be reached at jmuench@UnitedOne.org, 684-0361 or 451-8222.

Check out the MEMBERS Financial Network links below for information on planning your retirement,  investment options, longterm care, how to make your funds last once you're in retirement, monitoring your accounts online, and other topics Jason is always ready to discuss with you.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member NASD/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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR010722-36DA   1/23/07