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

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Medicare At 65+

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

 

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

View all articles arrow

Assess Your Life Insurance Needs

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

How Compound Interest Works

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

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Inflation & Retirement

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

My Retirement Savings

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

Comparing Mortgage Terms

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

View all calculators arrow

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Should You Invest in Exchange Traded Funds?

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

Saving for College 101

Here's a crash course on saving for college.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

View all videos arrow