Protecting your investments and your future
Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?
NIHFCU Wealth Advisors is designed specifically to help meet your needs. It brings the credit union’s “people helping people” core values to the wealth management services we offer our members.
The NIHFCU Wealth Advisors Program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Discover the services we offer to help you pursue and protect your financial future.
IRAs, Mutual Funds, Managed Accounts, Annuities, Stocks & Bonds
Let us help you navigate the complexities involved in building a sound investment strategy with a plan to create success for you and your family’s future.
Life Insurance, Long Term Care, Annuities
Our programs are designed to help you find peace of mind knowing you’ve done the right things to protect you and those you love.
Saving for Retirement, Living in Retirement, Saving For College
From sending the kids to college to completing your last day of work, let us help you create an achievable and disciplined savings plan that works for your goals.
What to expect when working with us?
Whether you are just starting out or an experienced investor, our straightforward, needs-based and consultative approach to financial planning and investment management helps to develop a custom program that supports you and your family’s future.
Collect Information – We take all the time needed to learn more about your financial situation and goals. Whether in-person, by phone or mail, we will work around what is best for you.
Analyze and Recommendation – We study your situation carefully, then recommend options based on your goals, and the foundation you may have already established.
Activate the Program – We then work closely with you to activate your plan. Any decisions you make and any actions you take are entirely up to you.
Conduct Periodic Reviews – We monitor your financial management program with you, keeping it on course to meet your financial needs and goals.