INVESTMENT Strategies

PENFED WEALTH* MANAGEMENT

Understanding your needs to help you build your assets.

Guided by a team of dedicated professionals, we help

both members and non-members preserve, manage, 

and build their finances.



PenFed Wealth        Informative Seminar

 

 

 

The PENFED WEALTH MANAGEMENT program is offered through CUNA Brokerage Services, Inc. *, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.


Check the background of the investment professionals on FINRA's BrokerCheck.

 

 Available through CUNA Brokeage Services, Inc., PenFed Wealth Management will define an investment strategy tailored to you.

 

 

No matter your investment needs, we provide the insights and strategies to help optimize your portfolio.

 

Explore how we can help you make
the most of your investments:

  • Federal Employee Retirement System (FERS)
  • Thrift Savings Plan (TSP)
  • 401 (k) Rollovers and IRAS**
  • Investment Planning
  • Civil Service Retirement System (CSRS)
  • College Funding
  • Tax savings and additional income***

 

*PENFED WEALTH MANAGEMENT Advisors are registered representatives of CUNA Brokeage Services, Inc. Securities sold, advisory services offered through CUNA Brokeage Services, Inc. (CBSI), member FINRA/SIPC, a registerd broker/dealer and investment advisor. CBSI is under contract with financial institution to make scurities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution.

**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your sponsored retirement account and an IRA. 

***Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional.