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Invest & Insure

Home < Invest & Insure < Wealth Management < Retirement Planning

Wealth Management

Check the background of this investment professional on FINRA's BrokerCheck

We know it’s important to get professional guidance you can trust — especially when it comes to your insurance and investments. Designed exclusively for credit union members, the Wealth Management Program is a full-service financial advisory program of CUNA Brokerage Services, Inc.  

Offering knowledgeable investment guidance, resources and support, we will empower you to take control of your financial life. The Wealth Management Program provides retirement, insurance and investment services to guide you and your family confidently through a lifetime of financial planning needs — whether you’re just starting a savings plan or have sizable assets and are looking for more sophisticated management tools.

Learn More about USF FCU Wealth Management

Retirement Planning

Planning and saving for your future requires patience and attention...and often the help of someone you can really trust. That's why working with USF FCU’s financial advisor in this increasingly complex environment makes sense. Your unique needs are always put first by someone dedicated to making your financial planning and savings experience both rewarding and satisfying.

Services include:

  • Individualized retirement planning
  • Distribution planning
  • Savings and investment strategies
  • Florida Retirement System DROP planning
  • 401(k)/Pension Rollovers
  • Retirement planning workshops

Contact our partner Financial Advisor for a no-obligation consultation.

Daron Meyer
Financial Advisor
813-569-2126
Daron.Meyer@cunamutual.com

 

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. 

CUNA Brokerage Services, Inc. is a registered brokerage/dealer in all fifty states of the United States of America.

FR-1454308.1-0316-0418

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