Investment and Retirement Planning

Helping you set a path to meet your financial goals

Unitus Financial Advisors offers the tools, guidance, and knowledge you need to accomplish what’s most important to you, no matter what stage of life you’re in.

Meet your Unitus Financial Advisors

Contact one of the Financial Professionals today for a no-cost, no-obligation consultation and to start a conversation about preparing for your future. Check the background of these investment professionals on FINRA’s BrokerCheck.

What would you like help with?

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.

Retirement Planning

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

Education Funding

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

Estate Planning

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

Seminars

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

Unitus Financial Advisors

The Return of Conservative Investing

Learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.

Attend our next seminar on April 23 from 6-7 p.m.

The Unitus Financial Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

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