When your life takes a turn - a new job, a new car, a new baby-you need to assess your financial well-being, too. Magazine articles, online experts, and television personalities offer a lot of advice.
You need to hear a voice that can distill all of this information into something customized to your lifestyle and needs. You'll carry on a conversation with a live and registered Healthcare Financial Group financial professional to discuss issues related to you and your family's financial situation.
The Healthcare Financial Group 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 cunabrokerage.com.
To enjoy a no-obligation consultation with one of our financial professionals, all you have to do is call 608.665.6677 today. We're ready to hear from you. Financial professionals are available Monday through Friday from 8am to 6pm ET.
Senior Retirement & Investment Representative
Work With Someone You Know
Get in touch with the Healthcare Financial Group by:
Booking a 15-minute appointment or calling Sean, simply click the button below.
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 Healthcare Financial Group Services Account.
Prepare For Your Future
Giving your children the best opportunities in life is top of mind for most parents. That means you can never start too early on a serious college savings strategy. Living the retirement of your dreams means making your money last. Start a goal-oriented savings plan today – and stick with it.
You’ve worked hard to build the life you’ve wanted. Life and long term care insurance and annuity can protect you those you love. Find peace of mind in knowing you’ve done the right thing.
For information on the services we offer, please see our Form CRS.
For further information about CUNA Brokerage Services, Inc. please see our disclosure page.
*Healthcare Financial Group 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-CBSI-3567500.1-0421-0523