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KCCU Investment Services

At KCCU Investment Services, our mission is to provide families with financial literacy and confidence through personalized, specialized wealth management strategies. We put our members’ needs first, delivering exceptional service and fostering growth through trust and integrity.

Our Financial Consultants focus on the full picture of your financial life to help you pursue your goals. We offer services tailored to your unique needs, including:

Financial Planning
Develop a clear strategy for both your short-term priorities and long-term financial goals.

Portfolio Simplification
Organize your accounts by timeline and purpose while improving tax efficiency and accessibility.

Wealth Management
Build and preserve your assets with investment strategies aligned to your risk tolerance and financial objectives.

Future Generation & Estate Planning
Create a plan to transfer your assets and help provide for the people and causes that matter most to you.

Why Work With Us?

Financial decisions can feel complicated. Our role is to bring clarity and structure to your financial life.

When you work with us, you gain:

  • Personalized strategies built around your goals
  • Clear explanations of complex financial concepts
  • Ongoing guidance as markets and life circumstances change
  • A valued partner focused on your long-term financial success

Our first priority is helping you take care of yourself and your family. We take the time to understand your personal situation, identify your goals, and learn your comfort level with risk. Building long-term relationships through open and honest communication is the foundation of the service we provide.

Helpful Content

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

 

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Steps to Protecting a Child with Disabilities

Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

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How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

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