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

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

 

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

View all articles arrow

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

What Is My Net Worth?

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

My Retirement Savings

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

Assess Your Life Insurance Needs

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

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Comparing Mortgage Terms

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

View all calculators arrow

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Should You Invest in Exchange Traded Funds?

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

Surprises

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

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

View all videos arrow