Heritage Way - Investments, Insurance and Retirement

Check the background of Heritage Way investment professionals on FINRA’s BrokerCheck.

The Heritage Way-Investments, Insurance, Retirement 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. Just because your personal finances are a private matter doesn’t mean you should be investing alone and unadvised. Heritage Family Credit Union makes available trained professionals serving our members through Heritage Way, providing individualized investment and insurance products and services with our members best interests in mind, while helping them achieve their financial goals. A Heritage Way Financial Advisor can give you financial advice and help you manage all of your investments, organize your finances and plan for the future with retirement planning, education funding, estate planning,* insurance planning (including life and long-term care), investment planning, 401(k) rollovers** and more. Come in for a no-cost, no obligation consultation with a representative to help you examine your finances and get a clear picture of where you are, where you want to go and how to get there.

Exceptional professional service from people you know, at a financial institution you trust- everything you need to pursue your goals, you'll find here. When you're making important financial decisions about your future, you want sound, objective advice from someone who knows you well.
 

The Process We'll Follow:

Gather Information

We'll listen carefully and conscientiously to your financial goals and concerns.


Analyze and Recommend

We'll study your information, research and evaluate your alternatives, and then share our recommendations with you.


Implement

We'll provide you with information on financial products and services that will help you reach your goals. You'll feel confident about your plan of action.


Monitor and Review

People, personal circumstances and the economy all change. It's important to be prepared. We'll be an active, committed partner in making sure your plan continues to help you reach your financial goals over time.


Your Role 

You want your investments and insurance to fit you perfectly. And you want someone who understands your complete financial picture. You can help us by providing current, accurate information on your financial situation, such as your federal and state income tax returns, bank and brokerage account statements, insurance policies, employee benefit statements, and your financial goals and objectives. Together, we'll help you build a road map for your future.

Email or call Tara at 802.776.2187  to make an appointment today to speak with the Heritage Way Team, and find out what is right for you.
 

Investments made through Heritage Way are not insured by the NCUA.
*Representative is not a legal expert. for legal questions, including discussions on estate planning, please consult your attorney.
*The Heritage Way-Investments, Insurance, Retirement Advisors are registered representatives of CUNA Brokerage Services, Inc.
**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you.  There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA. 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 Americ
a. FR-2004743.1-0118-0220