Making major changes in your career or lifestyle can be stressful. When a major change is being undertaken advice you can count on is extremely important. Determining what to do with retirement distributions and choosing retirement options can be complicated and confusing. At Wauna FCU we have a premier investment team to help you determine what type of investments suit you best.

Do you have an old retirement or 401k plan from former employers just sitting there, in investments you don’t control? Today it is extremely simple to consolidate your retirement accounts into just one, giving you the opportunity to control your assets not your former employer.

If you are already retired we can build a portfolio that will conserve your assets and protect your income while still giving you upside market potential. Today with interest rates at historic lows, the stock market in flux, and a weak US Dollar, consulting with experienced well informed investment professionals is even more important than ever before.

For independent, well rounded views on different investment alternatives, contact one of our Investment Specialists. Look to them for advice on personal planning strategies, investment opportunities and business planning strategies.

Our Investment Team