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Our Investment and Financial Planning Services provides no-cost financial planning to our members. Our Financial Services Consultants can review your financial objectives and help you to develop an investment strategy that supports your long term goals. To arrange a meeting with your Financial Services Consultant, please complete and submit the form or call (800) 719-0022.

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Which items would you like to discuss with us (Check all that apply):
Retirement Planning — Changes in your LIFE can change your Retirement Plan.
Investment Planning — Plan for a secure future, get an investment financial plan in place.
Insurance Planning — Nobody can predict the future. But Everybody can be prepared for it.
Branch Location: Branch Locations
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Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Non-deposit investment and insurance products are not fed erally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

FR060813-FD15