Financial Services Center
Looking for ways to fund college?
The Financial Services Center can assist with planning for the expenses of college or other post-high school education.
> Coverdell Education Savings Accounts (CESAs)
Plus, we can help with some alternative ways to plan for funding college through the use of
> Roth IRAs, or
> Cash value life insurance
For more information or to set an appointment, please give us a call at 920-652-2570, email FSC@UnitedOne.org or click on the advisor's link below.
Check out the most recent issue of Financial Focus.
|Jason R. Muench, CRPC®, CFP®
Learn more about Jason
Check the background of this investment professional on FINRA's BrokerCheck.
*This advisor is also an insurance agent and some of the products sold are annuities and insurance contracts. All guarantees are based on the claims paying ability of the issuer.
Financial Services Center Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an 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. CUNA Brokerage Services, Inc. is registered broker/dealer in all fifty States of the United States of America. CHARTERED RETIREMENT PLANNING COUNSELOR™ and CRPC® are registered service marks of the College for Financial Planning®. The CFP® certification marks are not affiliated with CUNA Brokerage Service, Inc. FR-2739122.1-0919-1021