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Wealth Management

Preparing for your future

Financial Planning

Helping you reach your retirement goals is our primary objective. There are a lot of options for your retirement but the first step is developing a strategy. 

Our financial professional, located at Mid Oregon’s East Bend Branch, can help you create a sound financial strategy for the lifestyle you want to live in retirement.

Our professional services include:

  • Retirement Income Planning
  • Comprehensive Financial Guidance
  • Long Term Care Insurance
  • 401(k) Planning
  • Life Insurance Planning

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Account access

To get information about your account, obtain a copy of your statements and confirmations, or get the latest information on markets, quotes, and financial news, access your account.

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Learn More About: Life Insurance 

Do you know what type of Life Insurance option you need? Start by downloading this free infographic to break down the different options. If you ever have questions, click the "Contact Us" button below and we'll be happy to help!

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It's easy to get started

Contact our Financial Professional for a no-cost, no-obligation consultation today. 
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CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life.

Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Mid Oregon Credit Union (MOCU) and Mid Oregon Wealth Management Retirement and Investment Planning (MOWM) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MOWM, and may also be employees of MOCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, MOCU and MOWM. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency

Not Credit Union
Guaranteed

Not Credit Union
Deposits or Obligations

May Lose Value

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.