Investment Strategies

All the products you need to reach your goals

The RBFCU Investment Group 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. Your dedicated financial services program offers investment options that will help you reach your financial goals. Whether those goals involve saving for a home, providing a college education or planning a comfortable retirement, a financial professional can help with financial planning, retirement planning, creating a general investment strategy, insurance and wealth management. In addition, our professionals can provide guidance on charitable giving, estate planning and tax-advantaged investment planning.**

Contact a financial professional and choose from a full range of offerings.

Attention RBFCU Investments Group Clients

Some clients received a letter from CBSI dated July 9. Please know that this letter was sent prematurely and with an inaccurate transition date. It is important to know that no action is needed on your part at this time. If you have any questions about the transition to Ameriprise Financial Services, LLC, please reach out to your financial advisor.
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An IRA is a personal savings plan that offers specific tax benefits. An Investment IRA can consist of a variety of financial options, including stocks, mutual funds, bonds, annuities, certificates and other investment products.

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529 Plans

A 529 Savings Plan is a tax-advantaged education savings vehicle. There are no age restrictions, no income phase-out limits and the funds are considered to be gifts, so anyone, even non-relatives can contribute.

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Mutual funds

A mutual fund is a pool of money provided by individual investors, companies and organizations. The fund’s manager buys securities to pursue a stated investment strategy. By investing in the fund, you’ll own a piece of the total portfolio.

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An annuity is a tax-deferred insurance contract designed for retirement purposes. It’s one way to provide steady income and help fill the gap between pensions, Social Security and personal savings.

Check the background of these investment professionals on FINRA’s BrokerCheck.

Life’s easier when you’re prepared for the future. Schedule a no-cost, no-obligation appointment.

Investments Calculators

  • Should I pay off debt or invest in savings?
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  • How much will it cost to raise a child?
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  • How long will it take to save for a college education?
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  • Am I saving enough for retirement?
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  • How much can I contribute to my retirement plan?
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Investments FAQs

  • What financial planning services does RBFCU Investments Group offer?
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    RBFCU Investments Group offers a wide variety of investment planning services, including:

    • Retirement planning
    • Comprehensive financial guidance
    • Estate conservation
    • Financial and insurance planning
    • Wealth management
    • Charitable giving strategies
    • Education funding
    • Long-term care insurance
    • Tax-advantaged investment planning
    • Wealth preservation
  • Can an RBFCU Investments Group financial professional help me with creating a household budget?
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    While RBFCU Investments Group doesn't offer personal household budgeting, RBFCU has partnered with GreenPath, a non-profit company that equips people with knowledge and tools to lead financially healthy lives.

  • Are there any fees for my consultation with RBFCU Investments Group?
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    Your initial consultation meeting with an RBFCU Investments Group financial professional is at no-cost, no-obligation. Should you later decide to move forward with a financial professional’s investment recommendation, any cost and/or fees would be disclosed at that time. RBFCU Investments Group offers services to both RBFCU members and non-members.

  • What's the difference between an RBFCU Investments Group IRA and an RBFCU IRA?
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    RBFCU Investments Group IRAs are invested in various product types including stocks, bonds, mutual funds and annuities. While an RBFCU Investments Group IRA may offer you more potential for growth, it also carries some risk as products tied to the stock market can constantly change.

    RBFCU IRAs are limited to the credit union’s products including IRA savings and IRA certificates. However, RBFCU IRAs are insured separately up to $250,000 from other deposit accounts by the National Credit Union Administration (NCUA). RBFCU Investments Group IRAs are not insured by the NCUA.

  • Are my funds with RBFCU Investments Group insured by the National Credit Union Administration (NCUA)?
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    No, funds invested through RBFCU Investments Group are not insured by NCUA. Depending on the type of investments within a personal portfolio, your funds may be insured by other agencies.

RBFCU Investments Group LLC is a wholly-owned subsidiary of RBFCU Services LLC. RBFCU Services LLC is affiliated with Randolph-Brooks Federal Credit Union (RBFCU).

*RBFCU Investments Group Professionals are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment professional. CBSI is under contract with the financial institution to make securities available to members.

Trust services available through Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency.

Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-3011018.1-0320-0422

**Representatives are neither tax advisors nor attorneys. For information regarding your specifics tax situation, please contact a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.