Life Events

Be prepared for life's biggest events

Getting Started

The first step toward building a more secure financial future is to begin building a financial investment plan.  Whether that includes contributing to your employer-sponsored 401k, starting your own IRA, or just building up an emergency savings account, you’ll want to start saving as soon as possible.  At United Investment Planning, our CFS Financial Advisors* will meet with you to learn about your long-term goals, educate you about your options and strategies, and then work with you to develop a plan to help you reach your dreams.

Saving for College

Give them a head start by starting a college funding plan.

More Info

Estate Planning

Ensure your loved ones get all they deserve.

More Info


Start planning for retirement with a CFS Financial Advisor* at United Federal Credit Union.

More Info