Wealth Management for All Members
Financial Planning & Investments to help you achieve your financial goals.
Whether you are just starting out on your financial journey or preparing for retirement, our Church of The Master Federal Credit Union advisory team can help you establish a clear path to achieve your financial goals. You will have your own wealth management team, led by your dedicated advisor, who will provide financial advice and investment management.
Meet Your Advisors
As financial advisors, we tailor our services to your unique needs, ensuring you thrive. Collaborating closely, we assess your current financial status and future goals. With your best interests at heart, we empower you to make informed financial decisions.
Church of The Master Helps You Succeed
We provide a full range of wealth management services. You can come to us with any financial questions – whether they are complex or simple. As a valued member we are here to help you navigate your financial life.
Financial Planning
Your advisor can help you define your goal and analyze your options to develop and implement a personalized financial strategy.
- Starting an Emergency Fund
- Retirement Planning
- 401(k); IRA; Social Security
- Education / College Planning
- Budgeting
- Insurance Analysis
Investments
Our investment team works to determine the appropriate investment strategy based on your goals and feelings about risk.
- Managed Portfolios
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Stocks, Bonds
- Cash Management
- Portfolio Reviews
Online Financial Dashboard
You will have 24 / 7 access to your own online financial dashboard where you can easily track and manage your financial goals and investments.
- Advisor insights & recommendations
- Scenario Planning
- Interactive Goal setting
- Financial Planning Tools
- Investment / Portfolio Details
- Account Actions
Conversations at your convenience…
Schedule a meeting via phone, email, and video conference. If you need assistance scheduling a meeting you may come to the branch and one of our team members can aid you.
Disclosures
Investment products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Altruist Financial, LLC, member of FINRA/SIPC. Credit Union Wealth Group and Church of The Master Federal Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. Products and services offered through Credit Union Wealth Group are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.