Canvas Advisors are registered representatives of CUNA Brokerage Services, Inc. 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.
Financial Services Coordinator
Financial planning offers a comprehensive evaluation of your current and future financial state, whether you’re in college, building a family, ready to retire, or retired now.
Get help determining retirement income goals and the actions and decisions necessary to achieve those goals, including identifying sources of income, estimating expenses, implementing a savings program, and managing assets.
Educational planning is the process of financially preparing for post-secondary education. An advisor can help you create an educational plan that will provide a map of you or your children’s future education and career goals.
An advisor can help guide you and answer questions on estate conservation, and discuss the purpose of a trust and ramifications of carrying out your wishes.
*Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please
consult a tax professional. For legal questions, including a discussion regarding estate planning, please consult your attorney.
Canvas Advisors are registered representatives of CUNA Brokerage Services, Inc. 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-2753258.1-1019-1121
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