When it comes to your future, no “one-size-fits-all” solution will do. Through a
combination of experience, expertise
and personalized guidance tailored to your goals, we can help you plan for your
future – while meeting today’s needs.
Whether you have been investing for years or are a first time investor, we will work
with you through every step,
educating you on your available options and future possibilities.
FINANCIAL PLANNING
PREPARING FOR LIFE'S EVENTS.
PORTFOLIO MANAGEMENT
If you’re looking for personal assistance to help design or review your existing
financial plan,
our experienced financial advisors can help you prepare for life’s events and walk
you through your
available options, such as tax-deferred annuities.
INSURANCE PLANNING
At Profund Credit Union Brokerage, it’s our goal to help you plan for the
unexpected. Whether its loss of income to
provide for your family, asset protection, or retirement planning, we’ll customize a
plan that works for you.
EDUCATION PLANNING
At Profund Credit Union, we’re proud to offer a number of investment options to help
you plan and save for college, whether it’s for yourself, your children or your
grandchildren.