Advice & Investments.

Financial Planning & Investments to help you achieve your financial goals.

 

Your Goals. Your Plan & Portfolio. Your Journey.

As a valued member of TrailNorth, you have access to advice and investment services from our team of dedicated financial advisors. From your first investment through retirement, we are here to help regardless of your level of wealth. We adhere to the fiduciary standard of care, meaning our advisors are required to act in your best interests.

You can receive: 

• Advice & guidance from a dedicated financial advisor
• Investment portfolio based on your goals, time horizon, and risk tolerance
• Periodic check-ins to review your financial situation & investments
• Online portal & mobile app to view your investment plan & portfolio

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If you would like speak directly to an member of the investment team their information is at the bottom of this page.  

What our advisors can help you with: 

 

Retirement Journey Investing to Retire Retiring Soon Already Retired Rollover: 401(k) / Pension / TSP / 403(b) / 457

Life Milestones Invest Inheritance Major Purchase Savings Job Change Education Selling a Property Create Will or Trust

Earn More on Savings Emergency Fund Earn Income / Higher Yield % Short-Term Investing Long-Term Investing

Family Events Marriage / Divorce Minor / Custodial Account Passing of Loved One Special Needs Child Charitable Giving

Financial Advice

Your advisor can help you define your goals and analyze your options to develop and implement a personalized financial strategy. ?

• Starting an Emergency Fund
• Retirement Planning
• 401(k); IRA; Social Security
• Create a Will or Trust
• Education / College Planning
• Insurance Analysis

Investments

Our investment team works to determine the appropriate investment strategy based on your goals and feelings about risk.

• Managed Portfolios
• Mutual Funds
• Exchange Traded Funds (ETFs)
• Stocks, Bonds
• Cash Management
• Portfolio Reviews
• Annuities

How Your Money is Managed ?

Your goals - your portfolio. Investments that fit your investor type.

• Financial advisors build a portfolio based on your goal(s), risk tolerance, time horizon, priorities, and values.
• Our Investment Team actively manages your portfolio, keeping inline with objectives, considering macro economic events and market conditions - making adjustments as needed.
• Automated rebalancing & dividend reinvestment.
• Adjust and update as your life events or goals change.

Complete Access with Your Investor Portal ?

Stay on track with 24 / 7 access to an all in one financial dashboard where you can easily view & track your goals and investments from desktop or mobile.

• View balance, performance, and holdings
• Access account statements & tax forms
• Transfer funds - schedule deposits and withdrawals
• Review your net worth, financial planning dashboard, track goal progress

 

Meet Your Financial Advisor Team

Our financial advisors are available via phone, email, and video conference. If you need assistance scheduling a meeting you can come to one of our branches and we can help you.  Get Started

Michael McDermott Financial Advisor Phone: (838) 237-7206 Email: michael@cuwgroup.com Schedule a meeting.

Evan Kulak Financial Advisor Phone: (838) 237-7219 Email: evan@cuwgroup.com Schedule a meeting.

 

 

Disclosures

Investment products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Altruist Financial, LLC, member of FINRA/SIPC. Credit Union Wealth Group and TrailNorth are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. Products and services offered through Credit Union Wealth Group are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.