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Our Services

Whether you’re focused on saving for a great vacation, achieving retirement goals or something in between, sound financial planning is key to your success. But even when you’re committed to making the most of your financial potential, starting or staying the course with the discipline of a plan can be daunting.

The PenFed Wealth Management program is offered through CUNA Brokerage Services, Inc. (CBSI)*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. Set up a no-obligation appointment today to start the conversation.

Retirement Income Planning

Whether you’ve started to save for retirement but worry about your progress, or haven’t yet started to plan, a CBSI Financial Advisor will offer personalized guidance based on your goals, timing and risk tolerance. We’ll provide the support to help you feel confident you’ll be able to enjoy the retirement you imagine.

Education Planning

Starting early and utilizing tax benefits can help you succeed in saving for a child’s or grandchild’s college, graduate education or even private school. Take advantage of the CBSI Advisors’ knowledge and experience to design a savings plan that will help you give a gift that will be remembered for a lifetime.

Financial Planning

Financial planning is about helping you do better in setting goals and realizing your dreams, whether that’s buying a house, starting a business or helping your children. Whether you’re an experienced investor or new to managing your finances, a CBSI Advisor can get you closer to making your dreams come true.

Life Insurance

Insurance is designed to deliver peace of mind – to you, and to those you love. A CBSI Advisor can help you decide what you need to provide your family with security and stability when it matters most.

Business Services

Running a company demands both professional and personal commitment, and business decisions often affect personal finances. So, a professional point of view on how to balance the needs and value of both can help you both protect and make the most of your potential. A CBSI Advisor can assist you with business insurance, financial advice and other business services.

Simplifying Investing

Managing your financial potential can be stressful. To streamline your finances, consider consolidating your financial planning and investing at PenFed Wealth Management. You’ll always know who to call, and you can be confident a CBSI Advisor will bring experience and a holistic view of your needs to deliver support that helps you make the most of your potential.

*PenFed Wealth Management Advisors 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 advisor. CBSI is under contract with the financial institution to make securities available to members.

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.

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

CBSI-2163421.1-0618-0720