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Managing 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 pursue your needs.

Discover the services we offer to help you pursue and position your financial future.

INVESTMENT STRATEGIES

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.

INSURANCE SOLUTIONS 

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.

RETIREMENT & COLLEGE PLANNING

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 address your financial needs and goals.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

>>> We invite you to request a complimentary, no-obligation consultation or speak to a representative today.

See below for important disclosures
Budgeting with NIHFCU on Computer

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.FR-3197883.1-0820-0922

Not Insured by the NCUA or Any Other Government Agency   I   Not Credit Union Guaranteed   I   Not Credit Union Deposits or Obligations   I   May Lose Value 

Registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.