Expand your service offerings while generating revenue.
Add our investment and retirement planning services to your suite of solutions.
See if what we offer matches with your needs.
Improve your member experience and your bottom line.
If you’re seeking an investment and retirement planning solution to better meet the needs of your credit union members—generating revenue without adding yet another administrative burden to your organization—you’ve come to the right place.
First and foremost, we’re an independent registered advisory firm (RIA) and are held to a fiduciary standard: meaning we always place your members' interests ahead of our own and that as a fiduciary, we are compensated by our clients rather than products that pay high commissions. You can therefore feel confident knowing your members will receive the advice necessary to help them navigate and simplify planning complexities in the absence of any conflicts of interest.
Moreover, all members—no matter their level of engagement with us—will enjoy the opportunity to work with an experienced financial advisor boasting a CFP® designation, the top credential in the industry.
How our program works:
Partnering with us is simple; we'll work with you to develop a working agreement to ultimately launch our partnership with your staff and initiate your membership, including ongoing support in promoting our educational events and content. In return, we’ll pay a monthly fee to your credit union based on various factors such as level of support, membership size, and more.
Additional member benefits:
Effortless engagement
Members are not required to pay any minimum investment fees or subject to net worth prerequisites to become clients. Whether a member is just starting out or has saved significant assets—and lives locally or out of state—we are there to help.
Diverse and affordable options
Your members will gain access to a wide breadth of offerings including advice, investing, and tax preparation services. For example, our advice subscription service is only $69 a month (and your organization can share in the cost).
Increased knowledge
We publish and share various types of content including articles and webinars on a variety of financial and retirement topics.
Some of our current credit union partners include:
Schedule a meeting today to boost your bottom line!
See if what we offer matches with your needs.