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Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.
The Earthmover Investment and Retirement Services 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
Scenario 1: You’ve worked hard all your life, been careful with your finances, and are now looking forward to retirement.
Scenario 2: You have a general sense of how your investments are performing, but could use some additional guidance.
Scenario 3: You haven’t been much of a saver and you're now playing catch-up.
Each of these scenarios are ideal for consulting with a financial advisor. And no matter what your financial landscape looks like, everyone could benefit from some objective financial perspective.
Financial Advisor, Phil Cruikshank, exclusively serves the credit union's membership through Earthmover Investment & Retirement Services. Phil is here to evaluate your financial situation, offer recommendations, provide investment and insurance options, and help you create a strategic financial plan.
Check the background of Phil or any investment professional on FINRA's BrokerCheck.
* Earthmover Investment and Retirement Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokers Services, Inc. (CBSI), member
FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.