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CUA Retirement and Investment Services

Create a Plan to Reach Your Objectives

Whether your goals are simple or complex, to pursue them effectively you should have a comprehensive financial plan that includes:

  • A realistic investment strategy that seeks to achieve your desired level of return without taking on more risk than you can tolerate
  • A retirement plan that will help ensure that you have the income you need for as long as you live
  • College and education saving plans that address steadily rising costs
  • An estate plan that meets your goals for charitable giving and the effective transfer of wealth to your heirs

Managing your finances is easier with a professional by your side. As your financial consultant, it is our mission is to become your partner in striving for financial success—to make a difference for you, your family and your future.

To start your conversation about financial planning or to learn more about these and other investment options schedule an appointment.

Meet our Advisors!

Bradley Hill, AAMS
Wealth Advisor

316.247.5526
800.256.8049
711 W. Douglas
b.hill@lpl.com

 

Specialties

  • 23 years of experience
  • AAMS
  • Bethel College
  • Retirement Planning
  • College Funding
  • Annuities
  • Tax Reduction Strategies
  • Stock and Bonds
  • Life Insurance
  • Mutual Funds
  • Pension Review

BrokerCheck - check the background of this investment professional‚Äč

Michael Canfield 
Investment Representative

316.219.5103
800.256.8049
711 W. Douglas
Michael.Canfield@lpl.com

 

 

Specialties

  • IRA Rollover Services
  • Professional Money Management
  • Life, Disability and Long-Term Care Insurance
  • Retirement & Distribution Planning
  • Buy/Sell Funding
  • KPERS funds and 403B


BrokerCheck - check the background of this investment professional

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

The investment products sold through LPL Financial are not insured Credit Union of America deposits and are not FDIC/NCUA insured.
These products are not obligations of the Credit Union of America and are not endorsed, recommended or guaranteed by Credit Union of America or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Credit Union of America and CUA Retirement and Investment Services are not registered broker-dealers nor are they affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: AZ, CO, FL, KS, MO, NE, NY, OK, OR, TX, and WA.