Wealth Management
You have dreams, and we want to make those dreams easy to reach. And that means helping you grow your wealth and your savings. Whether you’re saving for retirement, or want to start investing, our team can help you find the right path to get you where you want to go. Access the financial advice you need right at Lookout Credit Union.
The Lookout Advisory Team Will Help You Reach Your Goals
Your situation is unique. That’s why we have a full range of wealth management services to help you identify and achieve your dreams. So go ahead… ask us questions! We’re here for you, whether you’re just getting started or are a seasoned investor.
Financial Planning
Life happens. When it does, you need to be ready. Your advisor can help you create a personalized strategy so you’re always prepared.
- Starting an emergency fund
- Planning for retirement
- Creating a budget
- Saving for college
Investments
Your job isn’t the only way you can make money. The right investments can put more money in your pocket, and your team can help you do it! Your advisor can explain:
- Stocks and bonds
- Managed portfolios
- Exchange traded funds
- Cash management
Online Dashboard Access
Staying on top of your finances is easy when you have access to your account with the push of a button. You’ll get 24/7 access to a secure dashboard where you can manage your goals and check out your gains through:
- Easy financial planning tools
- Scenario planning
- Portfolio details and breakdowns
- Insights from your advisor
- Recommendations to grow faster
Meet Your Lookout Advisory Team
As financial advisors, we tailor our services to your unique needs, ensuring you thrive. Collaborating closely, we assess your current financial status and future goals. With your best interests at heart, we empower you to make informed financial decisions.
Evan Kulak
Financial Advisor
Phone: (208) 741-6679
Email: Evan@cuwgroup.com
Meet with Evan
Michael McDermott
Financial Advisor
Phone: (208) 741-6682
Email: Michael@cuwgroup.com
Meet with Michael
Wealth management products and services are offered independently through Credit Union Wealth Group, an SEC registered investment advisor. Credit Union Wealth Group and Lookout 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.