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

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

 

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

View all articles arrow

What Is My Net Worth?

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

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Estimate Your RMD

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

College Savings

See how much you may need to save now to cover future college costs for your child.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

View all calculators arrow

Retirement Redefined

Around the country, attitudes about retirement are shifting.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Surprises

Making the most of surprises is a great reason to work with us.

The Power of Tax-Deferred Growth

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

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

View all videos arrow