Whether you want hands-on advice or one-time assistance, CBSI advisors can help you. CBSI advisors are professionals who understand your objectives and can set you on a path to help you reach your goals. No matter your financial situation, you can rely on them for professional financial advice based on your unique needs.
Whether you’re investing for yourself or your child, CBSI advisors can help you manage your college savings. They can help you make sure your hard-earned dollars are invested in the right place to help with the ever-rising cost of tuition.
Retirement and Social Security Planning
Whether you need advice on how to plan for your retirement forty years from now or how to make the best of your existing nest egg, CBSI advisors can help you determine what earnings you can expect from Social Security, advise you on the most appropriate retirement savings account for you, project your estimated retirement income, and help you determine how much to withdraw.
Find out which insurance policies are best suited to protect your family in the case of a loss or extended illness. From term to permanent, CBSI advisors can help you find the insurance that will protect your family’s future.
1Educators Investment Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage 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.