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
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Inflation and the Real Rate of Return
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Gap Insurance for Leased Cars
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Budget Check Up: Tax Time Is the Right Time
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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.
Surprises
Making the most of surprises is a great reason to work with us.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.