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^®

   An American Road Trip - Planning for Retirement is Similar   

Taking a road trip is about having a destination you want to reach. Retirement planning is much the same. We may not know what we’ll encounter on the way, but with some planning and a vision of where we want to end up, the trip can be much more rewarding. Rob and I are here to help you set up your retirement road map to keep you on the path to your retirement destination. Give us a call at 920-652-2570 and let’s set a time to get the road map started.

Rethinking how you should invest?

See why fee-based investing deserves another look.   

5 Reasons To Consider Fee-based Investing   

Should you rollover your 401(K) from a previous employer?

Use our guide to learn the pros and cons.   

5 Pros & Cons of 401(K) Rollovers  
 

Make a practical plan for your stimulus check.  

Start with these 5 smart options.  

5 Smart Ways To Use Your Stimulus Check  

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

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