Taxes

• Roth IRA
  Roth IRA – a retirement savings account that allows your money to grow tax-free.  You fund a Roth with after-tax dollars, meaning you’ve already paid taxes on the money you put into it.  In return for no up-front tax break, your money grows and grows tax free, and when you withdraw at retirement, you pay no taxes.

Investment

• Investment Management
  Low, Transparent Fees. Members pay a single, modest portfolio management fee – usually much lower than those charged by other investment firms. There are no load, transaction, trading, transfer, safekeeping, re-balancing, or hidden fees to pay along the way.
• Mutual Funds
  CU Wealth Group does not have contractual ties to any fund families, nor do they receive compensation from mutual funds they may recommend, which reduces potential conflicts of interest and puts you first.
• Wealth Management
  What are your long-term financial goals? Are you saving for college or retirement, looking to generate long-term wealth, or just building up a financial safety net? No matter the future life events important to you, it’s likely time to start investing. But let’s face it, understanding and managing investments can be intimidating and costly, which is why many people never begin.

Planning

• Financial Planning
  CU Wealth Group, a provider of investment management solutions and financial planning tools that are robust enough for the most seasoned investor, yet accessible and affordable enough for everyone else. Better yet...