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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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Special focus: 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!


It's easy to get started

Contact our Financial Professional for a no-cost, no-obligation consultation today. 
Contact us

The Mid Oregon Wealth Management 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. For more information about CUNA Brokerage Services, Inc., please visit

*Mid Oregon Wealth Management Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, 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-3073980.1-0520-0622