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We take time to listen and customize an investment strategy for your needs.

Investing

Creating a strong,
long-term plan

Our specialists offer advice in several areas.

Helping you plan for the future

To benefit from these investment services, you'll need to take advantage of the Family Office, a sophisticated, comprehensive financial service. Credit Union ONE has partnered with the Hantz Group to offer you this an all-inclusive approach to financial planning. Your financial consultant will work with a full team of specialists whose goal is to address the increasing complexities of managing financial needs in a constantly changing world. This approach is designed to help you reach your financial goals while saving you time, and reducing stress.

Your financial consultant will work with your Family Office asset management specialist to create and fine-tune your investment strategy. We provide regular monitoring, consulting and education to address various market cycles and recommend proper asset allocation within your portfolio, based on your risk tolerance and time horizon. We'll help you achieve an appropriate risk-adjusted return that meets your goals.
 

Investment products are not insured by the NCUAnot a deposit or other obligation of, or guaranteed by Credit Union ONE; subject to investment risks, including possible loss of the principal amount invested.

Related resources

Do you offer GAP insurance? 

Yes, learn more about Guaranteed Asset Protedtion (GAP) insurance online. To apply for GAP insurance, contact Credit Union ONE at 800-451-4292 or visit any Credit Union ONE branch.

Do you offer financial planning services? 

The Hantz Group has partnered with Credit Union ONE to help our members with Financial Planning, Retirement, Education, Life/Long-Term Care Insurance, Taxes, Home and Auto Insurance, Estate Planning, Investments. We can assist members with focusing on their current and future financial needs.

Where can I find information about GAP insurance?

Yes, learn more about Guaranteed Asset Protedtion (GAP) insurance online. To apply for GAP insurance, contact Credit Union ONE at 800-451-4292 or visit any Credit Union ONE branch.

What is Hantz Group? 

The Hantz Group has partnered with Credit Union ONE to help our members with Financial Planning, Retirement, Education, Life/Long-Term Care Insurance, Taxes, Home and Auto Insurance, Estate Planning, Investments. We can assist members with focusing on their current and future financial needs.

How do I apply for GAP insurance? 

Yes, learn more about Guaranteed Asset Protedtion (GAP) insurance online. To apply for GAP insurance, contact Credit Union ONE at 800-451-4292 or visit any Credit Union ONE branch.

What are the benefits of financial planning services? 

The Hantz Group has partnered with Credit Union ONE to help our members with Financial Planning, Retirement, Education, Life/Long-Term Care Insurance, Taxes, Home and Auto Insurance, Estate Planning, Investments. We can assist members with focusing on their current and future financial needs.

Do you offer CLCD Insurance? 

Yes, learn more about Credit Life & Credit Disability Insurance online. Members should purchase both insurances for peace of mind. The Credit Life Insurance will pay off the loan in the event of a members untimely death. Disabililty Insurance will make the payments in the event the member becomes disabled. 

How do I apply for CLCD insurance? 

Yes, learn more about Credit Life & Credit Disability Insurance online. Members should purchase both insurances for peace of mind. The Credit Life Insurance will pay off the loan in the event of a members untimely death. Disabililty Insurance will make the payments in the event the member becomes disabled. 

Should I purchase CLCD insurance? 

Yes, learn more about Credit Life & Credit Disability Insurance online. Members should purchase both insurances for peace of mind. The Credit Life Insurance will pay off the loan in the event of a members untimely death. Disabililty Insurance will make the payments in the event the member becomes disabled. 

What is AD&D?

TruStage is a third-party company that offers unique insurance coverage services to members of Credit Union ONE such as Accidental Death and Dismembermant (AD&D). Enrolling must be done by contacting TruStage directly.

Do you offer AD&D insurance?

TruStage is a third-party company that offers unique insurance coverage services to members of Credit Union ONE such as Accidental Death and Dismembermant (AD&D). Enrolling must be done by contacting TruStage directly. 

How do I apply for AD&D insurance?

TruStage is a third-party company that offers unique insurance coverage services to members of Credit Union ONE such as Accidental Death and Dismembermant (AD&D). Enrolling must be done by contacting TruStage directly.

Should I buy AD&D insurance? 

TruStage is a third-party company that offers unique insurance coverage services to members of Credit Union ONE such as Accidental Death and Dismembermant (AD&D). Enrolling must be done by contacting TruStage directly.

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