Wealth Management and Transfer Strategies

Separate accounts of individual, marketable securities, as well as pooled investment portfolio management is available. Special assets such as your personal residence, family farms, collectibles and closely held business interests can be managed. Tax advantaged strategies for passing your wealth to loved ones and charities are available to meet your special needs.

*Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional.

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. Trust services available through MEMBERS Trust Company. Nondeposit investment and insurance products are not federally 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. FR100821-C61F