Tax Planning & Analysis
REVIEW TAX SAVINGS OPPORTUNITIES
Whether you’re preparing for tax season or have already filed, we’re here to make sure you’re receiving all the member benefits you deserve.
Our team of financial advisors offers a complimentary Tax Analysis & Planning report designed to give you a clearer picture of your tax situation and help identify potential savings opportunities that may otherwise go unnoticed. Once you have filed your tax return, you may then review the completed return together with one of our financial advisors.
Each review includes:
- Income Tax Breakdown: See your income across all federal brackets, your effective rate, and your combined marginal rate including any state taxes.
- Deductions & Credits: Review every deduction and credit on your return, from above-the-line deductions and QBI to HSA contributions, child tax credits, and more.
- Planning Opportunities: Specific, actionable strategies ranked by impact with projected savings ranges (maximizing retirement contributions, Roth conversions, and tax-advantaged account optimization, etc.).
- Key Risks & Action Items: Items requiring your attention now, before they become costly at tax time.
It’s easy to get started. There is no cost or commitment required to have a conversation. Use the links and information below to schedule a call or learn more today!
Set up a complimentary, no-cost, no-obligation consultation with one of our trusted Financial Advisors, dedicated to serving all your financial planning and investment management needs.
Your Advisor is available during normal business hours as well as evenings & weekends. Schedule a meeting via phone, email, and video conference. If you need assistance scheduling a meeting, visit your local branch and one of our team members will help you.
Wealth Management Services
Dedicated Advisor
All members can schedule a complimentary call at any time to learn more or ask questions – no commitment necessary. All members receive:
- A dedicated relationship with the credit union advisory team
- Financial planning services
- Professional investment management
- Affordable pricing
- No commissions, no hidden fees
Financial Planning
Your advisor can help you define your goal and analyze your options to develop and implement a personalized financial strategy.
- Starting an Emergency Fund
- Retirement Planning
- 401(k); IRA; Social Security
- Education / College Planning
- Budgeting
- Insurance and Tax Analysis
Investment Management
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
Online Financial Dashboard
You will have 24 / 7 access to your own online financial dashboard where you can easily track and manage your financial goals and investments.
- Advisor insights & recommendations
- Scenario Planning
- Interactive Goal setting
- Financial Planning Tools
- Investment / Portfolio Details
- Account Actions
Accounts
Individual
Joint
Custodial
Revocable Trust
Irrevocable Trust
Roth
Traditional
Rollover
SEP
SIMPLE
Beneficiary
401(k)
Roth 401(k)
403(b)
457
Health Savings Accounts (HSA)
Accounts
Individual
Joint
Custodial
Revocable Trust
Irrevocable Trust
Roth
Traditional
Rollover
SEP
SIMPLE
Beneficiary
401(k)
Roth 401(k)
403(b)
457
Health Savings Accounts (HSA)
Investment products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Altruist Financial, LLC and/or Interactive Brokers Group, LLC, members of FINRA/SIPC. Credit Union Wealth Group and MembersFirst Credit Union 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.
Digitial
Member
Portal
24/7 online access to an intuitive member portal. Open accounts, view balances, transfer money and view your financial strategy.
Wealth Management or
Just Getting Started?
We’re Here to Help.
Looking for…?
Looking for Financial Guidance? Manage your money and get advice from people you trust.
We understand financial planning can be overwhelming. And, when it comes to making sense of your money, it can be difficult to determine where to start. That’s why we offer guidance on every aspect of how to manage your money so you can reach your financial goals. From creating a budget to better understanding credit, let our Certified Credit Union Financial Counselors help you define a successful money management strategy. Your goals are our goals.
