How can you help ensure your assets will keep living on?

By having a sound plan in place. The good choices you make now to build your assets and see them distributed will positively affect your loved ones – perhaps even generations far into the future.

Leverage the potential of your assets both for yourself and those you care about most by working with a financial advisor to create your own estate plan.

A wealth of offerings.

In working with a Financial Advisor located at Central Willamette Credit Union, 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