It’s never too early to start planning for your financial future. No matter where you are in life, United Investment Planning is here to help you put your financial plan in motion.

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Meet Our Advisors

Our registered United Invesment Planning Advisors are committed to understanding your specific needs.

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Financial Solutions

Find investment and insurance solutions here to help you find your way in a financial world that is growing in complexity.

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Account Information

Access your CUNA Brokerages Services, Inc. account or download common forms.



Financial Calculators

Calculators to assist you in getting a clearer view of where you are financially–where you’re headed–and what you need to do to get where you want to go.

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Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution. FR-1853255.1-0717-0819