With a little planning, your legacy can go a long way.

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Trust a Vantage West Financial Advisor located at the credit union to help you design, build, and strengthen the financial future for you and your heirs — and give your legacy a longer life.

Ensure your assets will keep living on.

It’s important to work with an experienced Financial Advisor who will truly partner with you to determine the most effective ways to manage, grow, and sustain your assets.  Your Financial Advisor will be there to work with your heirs, ensuring your assets continue to work for them for years to come.

A wealth of offerings.

Working with your advisor, you have the opportunity to choose from a full range of investment options and offerings, including:

  • Financial planning
  • Brokerage accounts
  • Education planning
  • Retirement planning
  • Long-term care offerings
  • Estate conservation
  • Portfolio accounts

 

Start planning today.

With top-notch financial and investment advice, the financial advisors at Vantage West can offer a full spectrum of tools and options designed to help you increase your legacy’s life expectancy.

Completely objective and relevant, the recommendations your financial advisor gives you will always be made with you and your heirs’ best interests in mind.

 

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 America.

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