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Helping the education community

Our process to help the education community is simple. We evaluate your goals, help you make a plan and continually evaluate the results. Whether you’re just starting your career, been working for a while or getting ready to retire, we’re here to help with the following:
  • College Funding
  • Estate Planning*
  • Insurance Planning
  • Investment Strategies
  • Retirement Planning
  • Tax Planning*
Learn more
Get to know our financial advisors and learn how they can help you by scheduling your initial, no-cost consultation today. By determining your time frame for your goals, looking at your risk tolerance and defining your objectives, we can help you pursue financial security.

*Advisor is not a tax advisor or attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please contact an attorney.

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Ap Financial Planning 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. FR-2633295.1-0719-0821