Broker Check
Lifelong Guidance

Lifelong Guidance

Our CFS advisors, located at iQ Credit Union, help you create a holistic financial plan that will set you up for success now and in the future. We offer financial services to put you on track for wherever your journey takes you.

Wealth management designed for your life

Wealth management designed for your life

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Financial Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Learn More

Managing Money as a Couple

Managing Money as a Couple
Keys to preparing to grow wealthy together.
Learn More

Who Is Your Trusted Contact?

Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Learn More

Intellectual Property and Your Estate

Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Learn More

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Explore Resources by Topic

We offer a full range of investment and financial services and have access to a wide array of solutions.

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

Learn more

Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.

Learn more

Investment

Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.

Learn more

Estate

A comprehensive estate program can help protect your family from the financial consequences of life's unexpected events.

Learn more

Tax

Managing your money involves more than simply making and following a budget.

Learn more

Cash Flow

We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your financial future.

Learn more

Have a Question?

Reach out to us, and we can prepare a strategy for you.

Contact Us