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Retirement and Investment Services

Launch now offers Retirement and Investment Services. Our knowledgeable Financial Advisor will help develop strategies that effectively address the financial goals and objectives as well as the needs and concerns of our members.

The Launch Retirement and Investment program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

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Check the background of this investment professional on FINRA’s Brokercheck.

Retirement Services

  • Planning assistance
  • Retirement plan rollovers
  • Individual Retirement Accounts (IRAs)
    • Rollover IRAs
    • Roth IRAs
    • Spousal IRAs
    • Traditional IRAs
Are You On-Track For Retirement?
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Married couple meeting with their financial advisor

Financial Management

  • Developing achievable goals
  • Creating a savings and investment plan
  • Protecting financial security
  • Building net worth
  • Managing wealth
  • Creating income from assets
Determine Your Net Worth

Investment Management

  • Comprehensive analysis and financial planning
  • Retirement and estate transfer planning
  • Legacy planning
    • Charitable giving strategies
    • Estate settlement
    • Executor services
  • Executive services
    • Employee stock options
    • Loans
    • Restricted/controlled stock sales

 

Determine Your Investing Style
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Education Planning and Funding

  • Planning assistance
  • Education savings accounts
    • 529 savings plans
    • Coverdell education savings accounts
    • Roth IRAs

Insurance Services

  • Disability income
  • Life
  • Long-term care
Set Up a Savings Schedule For College

Upcoming Webinars

August 24 Weather a Bear Market** @ 6PM EST/5PM CST

 September 7 Understanding Your Rollover Options** @ 6PM EST/5PM CST

September 21 Women and Investing** @ 6PM EST/5PM CST

October 5 Rethinking Diversification** @ 6PM EST/5PM CST

October 19 The Return of Conservative Investing** @ 6PM EST/5PM CST

November 2 Social Security and Your Retirement** @ 6PM EST/5PM CST

November 16 Women and Investing** @ 6PM EST/5PM CST

December 14 Weather a Bear Market** @ 6PM EST/5PM CST

Visit any branch location to open your account. For questions call 321-455-9400 (inside Brevard) or 800-662-5257 (outside Brevard).
*

Launch Retirement and Investment Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

FR-3345329.1-1120-1222

**

This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are based on the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.

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