Investment and Retirement Planning

It’s never too early or too late to start planning for your future. Whether you want to save for a house or work toward a comfortable retirement, Unitus Financial Advisors1 can help you with your goals, no matter what stage of life you’re in.

Meet your Unitus Financial Advisors

Unitus Financial Advisors offer the tools, guidance, and knowledge you need to accomplish what’s most important to you. Connect with us for a no-cost, no-obligation consultation to see how we can help you reach your future financial goals. Check the background of these investment professionals on FINRA’s BrokerCheck.

  • William Lusby

    William is located at our Clackamas branch.

    Phone: 503-423-8675
    Email: Email William
    Appointment: 503-423-8519

    Willam is available to meet with members at the following branch location(s) by appointment:

    • Clackamas
    • Cascade Station
    • Gresham
    • Mill Plain
    • N. Williams
    • Westmoreland

    View William's Bio

  • Mike Stewart

    Mike is located at our Bridgeport Village branch.

    Phone: 503-423-8886
    Email: Email Mike
    Appointment: 503-423-8519

    Mike is available to meet with members at the following branch location(s) by appointment:

    • Bridgeport Village
    • Multnomah Village
    • Salem

    View Mike's Bio

  • Tyson Allred

    Tyson is located at our Beaverton branch.

    Phone: 503-423-8450
    Email: Email Tyson
    Appointment: 503-423-8519

    Tyson is available to meet with members at the following branch location(s) by appointment:

    • Beaverton
    • Tanasbourne

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As your needs in life change, we're here to provide the help you need. No matter your current situation, we're here to help you every step of the way—from investment strategies, wealth management needs, retirement planning and much more!

Strategy & Wealth Management

  • Investment Strategy

    We’ll help you clarify your goals and develop a sound investment plan.

  • Money Management

    Understand where you spend your money today, and have a plan for where you want it to go in the future.

  • Education Funding

    With products such as our Educational IRA, we can help you plan ahead for your children’s college expenses.

Planning & Learning

  • Retirement Planning

    Plan for a retirement that covers your lifestyle and essential expenses, prepares you for the unexpected, and helps you leave a legacy.

  • Estate Planning

    Estate plans are an important part of your financial planning, and it’s never too early to start thinking about your legacy.2

  • Seminars

    Learn more about Investing, Retirement, or Social Security by attending a complimentary seminar.

Create your own Guided Wealth Portfolios

Simply answer a few questions related to your financial goals and timeline and get access to a dashboard with a comprehensive view of your investments. It’s online, easy to access, and monitored by your financial professional for optimal performance.

Learn more

Disclosures

LPL Financial Form CRS

1Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Unitus Community Credit Union and Unitus Financial Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Unitus Financial Advisors, and may also be employees of Unitus Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Unitus Community Credit Union or Unitus Financial Advisors. Securities and insurance offered through LPL or its affiliates are:

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

2 Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

The LPL Financial 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.

Unitus Community Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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