Create A Strategy To Meet Your Financial Goals

We offer great resources to help you plan for your future.

Financial Advisor, Phil Cruikshank, exclusively serves the credit union's membership through Earthmover Investment and Retirement Services. Phil will gladly meet with you to evaluate your financial situation, offer recommendations and coordinate investment and insurance choices.

Contact Phil at (217) 872-4136 or phil.cruikshank@cunamutual.com to make a no-cost, no-obligation appointment.

Check the background of this investment professional on FINRA's BrokerCheck.

Upcoming Informational Seminar

The Three Transitions to Retirement

Thursday, February 9 at 6 p.m. at the Decatur Club

Are you ready to retire? There are three transitions you need to prepare for – in addition to financial changes there are also lifestyle and emotional transitions that you’ll experience. If you want to better understand these upcoming changes, plan on joining us for our informational seminar. During this session you’ll learn:

  • How to confidently address the financial, lifestyle and emotional transitions to retirement
  • How to guard against risks and manage those that are inevitable
  • Whether you are ready for retirement – take the test and review the checklists

There is no cost and no obligation to attend, but seating is limited, so please make your reservations today…and bring a friend!

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.

Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

Seminar Name

Account Access

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  • get information about your account
  • obtain a copy of your statements and confirmations
  • get the latest information on markets, quotes, and financial news
  • access your CUNA Brokerages Services, Inc. account.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.

Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

FR-1681799.1-0117-0219