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.
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See how increasing your 401(k) contributions today could affect your balance at retirement.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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Watch this fun video for tips on how to search for missing money.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.