Investment Services - Legacy Credit Union

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Investment Services

Advice & Investments to Help You Reach Your Financial Goals

Legacy Credit Union has partnered with Credit Union Wealth Group to give our members access to financial planning and investment services. From your first investment through retirement, their team of dedicated financial advisors is here to help, regardless of your level of wealth.

Your Goals. Your Plan & Portfolio. Your Journey.

Portfolio Management

Your goals, your portfolio. Financial advisors build a portfolio based on your goals, risk tolerance, time horizon, priorities, and values.

The investment team actively manages your portfolio, keeping it in line with your objectives while considering economic events and market conditions, and making adjustments as needed. Automated rebalancing and dividend reinvestment are included, and your plan can be updated as your life or goals change.

Prefer to manage your own investments? A do-it-yourself trading option is also available for members who like to research and make their own investment decisions.

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Exclusive Benefits for Legacy Members

As a Legacy Credit Union member, you have access to investment services designed to fit your life:

- Advisor Guidance: Work one-on-one with a dedicated financial advisor who understands your goals.
- Customized Portfolios: Investments built around your goals, risk tolerance, and time horizon.
- Regular Check-Ins: Ongoing reviews to keep your plan on track as life changes.
- Digital Access: View balances, performance, and statements anytime through the investor portal.

Financial Advice

Get personalized guidance on the decisions that matter most:

- Starting an emergency fund
- Retirement planning
- 401(k), IRA, and Social Security
- Creating a will or trust
- Education and college planning
- Insurance analysis

Advisors adhere to the fiduciary standard of care and are required to act in your best interest.

Investments

Access a full range of investment options:

- Managed portfolios
- Mutual funds
- Exchange traded funds (ETFs)
- Stocks and bonds
- Cash management
- Portfolio reviews
- Annuities

Investor Portal

Stay connected to your investments anytime, anywhere:

- View balances, performance, and holdings
- Access account statements and tax forms
- Transfer funds and schedule deposits or withdrawals
- Review your net worth and track progress toward your goals

Create a Trust or Will

Detail how you'd like to care for your loved ones. Designed for your unique life situation and customized by you, the estate planning tool guides you through creating a comprehensive estate plan with a straightforward interface and contextual help.

Create all the documents you need, including a will, trust, durable power of attorney, healthcare directive, guardianship designation, and even a pet trust.

What Can We Help You With?

Retirement Journey

Investing to retire, retiring soon, or already retired. Rollovers from a 401(k), pension, TSP, 403(b), or 457.

Life Milestones

Investing an inheritance, saving for a major purchase, a job change, education, selling a property, or creating a will or trust.

Earn More on Savings

Building an emergency fund, earning higher yields, and short-term or long-term investing.

Family Events

Marriage or divorce, minor and custodial accounts, the passing of a loved one, special needs planning, and charitable giving.

Individual & Trust Accounts

Individual, joint, custodial, revocable trust, irrevocable trust, and annuity accounts.

Retirement & Employer Plans

Roth, Traditional, Rollover, SEP, SIMPLE, and Beneficiary IRAs, plus 401(k), Roth 401(k), 403(b), 457, and Health Savings Accounts (HSA).

Speak with an Advisor

Your Credit Union Wealth Group advisors are here to help you plan, invest, and stay on track. Reach out to schedule a call or ask a question.

Evan Kulak

Financial Advisor
Credit Union Wealth Group
Phone: (659) 284-5934
Email: Evan@cuwgroup.com

Schedule a Call

Michael McDermott

Financial Advisor
Credit Union Wealth Group
Phone: (659) 284-5931
Email: Michael@cuwgroup.com

Schedule a Call

Ready to Get Started?

Whether you're making your first investment or planning for retirement, a conversation is the best first step. Contact an advisor above or log in to the investor portal to view your accounts.

Investor Login

Investment products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Altruist Financial, LLC, member of FINRA/SIPC. Credit Union Wealth Group and Legacy Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any credit union or credit union service organization. Products and services offered through Credit Union Wealth Group are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.

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