Investments & Retirement Planning

Investment, Retirement, & Trust Services

The U of I Community CU Investment, Retirement & Trust Services 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

U & I are partners in this journey called life. We’re committed to making the road ahead smoother for you and empowering you to create the future you want to have! Whether you’re just starting out, raising a family, or nearing retirement, our team of experts is here to guide you with no-cost financial management services.

Check the background of these investment professionals on FINRA’s BrokerCheck.

We offer complimentary personal consultations to help you get started.

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Investments & Retirement

It’s never too early or too late to start planning ahead! We can help you plan your investments, protect your assets, and retire more comfortably. Our honest advice will help you choose the options that make the most sense for you both now and in the future.

Trust Services

U of I Community CU Investment, Retirement & Trust Services offers a full range of personal trust services, including asset management, wealth management, estate settlement, guardian of property and estate planning assistance. Trust services can provide protection and asset management now and after your death. Control how you want your assets managed and who you want to manage them. Get peace of mind with a comprehensive plan through our partnership with MEMBERS Trust Company.

Funding an Education

We understand how important a good education is. We know you want the best for your children, and that sometimes preparing to pay for it can be a challenge. We’ll help you plan ahead so that funding your children’s education is within reach.

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Available Products

We offer a variety of financial products to meet your needs.

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*The U of I Community CU Investment, Retirement & Trust Services 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. Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. FR-3404809.1-0121-0223