Wealth
Management
Whether you’re starting your financial journey or planning for retirement, our credit union advisory team can help you achieve your goals. With a dedicated advisor, you’ll receive personalized wealth management and investment advice.
Meet Your Advisor –
Evan Kulak of Credit Union Wealth Group
As a fiduciary, Evan is obligated to put each client’s best interest first and provide objective advice. There are no contractual ties to any fund families, nor any received compensation from mutual funds he may recommend. Evan works to understand each client’s financial situation, risk tolerance, investment needs, and long term goals to build financial strategies and investment portfolios that help achieve the long-term financial success you deserve.
All ACT 1st FCU members receive:
A dedicated relationship with the credit union advisory team
Financial planning services
Professional investment management
Affordable pricing, no commissions, no hidden fees
I am available morning, evenings, and weekends in addition to normal business hours. I am looking forward to speaking with you!
| Financial Planning | Investments | Online Financial Dashboard |
|---|---|---|
| Your advisor can help you define your goal and analyze your options to develop and implement a personalized financial strategy. | Our investment team works to determine the appropriate investment strategy based on your goals and feelings about risk. | You will have 24/7 access to your own online financial dashboard, where you can easily track and manage your financial goals and investments. |
| ◦ Starting an Emergency Fund | ◦ Management Portfolios | ◦ Advisor Insights & Recommendations |
| ◦ Retirement Planning | ◦ Mutual Funds | ◦ Scenario Planning |
| ◦ 401(k); IRA; Social Security | ◦ Exchange Traded Funds (ETFs) | ◦ Interactive Goal Setting |
| ◦ Education/ College Planning | ◦ Stocks, Bonds | ◦ Financial Planning Tools |
| ◦ Budgeting | ◦ Cash Management | ◦ Investment/ Portfolio Details |
| ◦ Insurance Analysis | ◦ Portfolio Reviews | ◦ Account Actions |
Conversations at your convenience.
Your Advisor is available during normal business hours as well as evenings & weekends.
Wealth management products and services are offered independently through Credit Union Wealth Group, an SEC registered investment advisor. Credit Union Wealth Group and ACT 1st Federal Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union, credit union service organization, or credit union affiliate. These products are subject to investment risk, including the possible loss of the principal amount invested.
