Financial Services Center
The Financial Services Center 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 cunabrokerage.com.
COVID-19 Related Financial Messages From Jason R. Muench, CRPC®, CFP®
What’s the difference between term life and permanent life insurance?
And which one is right for you? Use this guide to bring some clarity.
Rethinking how you should invest?
See why fee-based investing deserves another look.
Should you rollover your 401(K) from a previous employer?
Use our guide to learn the pros and cons.
Make a practical plan for your stimulus check.
Start with these 5 smart options.
Retirement for Any Ages?
Retirement is something we should be preparing for at every age. Rob and I are here to offer direction and assist in finding options for YOUR retirement planning situation.
Just starting to think about retirement?
- As soon as you have a job, you can start funding an IRA
- Consider a Roth IRA for tax-free benefits
- Even a minor can add to an IRA (Roth or traditional)
Learn more! Starting a Roth IRA for a Teen
You’re knocking at retirement’s door?
- Know the options for your work retirement account
- Be aware of when you’ll need to pay taxes
- Consider effective strategies for making your income last
Learn more about retirement savings options! Now What Do I Do?
For more information or to schedule an appointment in regard to any of our core specialties – Retirement. Insurance. Investments. – please give us a call or email us today.
Reach us at 920-652-2570 or FSC@UnitedOne.org.
Check out the most recent issue of Financial Focus.
|Jason R. Muench, CRPC®, CFP® and
Robert A. Reindl, Registered Representative
Learn more about Jason and Rob.
Check the background of this investment professional on FINRA's BrokerCheck.
*Financial Services Center Financial Professionals 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 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 a 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-3228489.1-0920-1022