Broker Check
Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

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

Glossary of Scam Terms

A helpful glossary of current scams.

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

 

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

View all articles arrow

Comparing Investments

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

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.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

View all calculators arrow

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

View all videos arrow