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Everyone needs a financial plan

Financial planning benefits all ages and lifestyles

The Alaska USA Financial Planning & Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com

Having a financial plan will help you achieve your goals

Regardless of how old you are, how much you have in the bank, or where you are in life, you’ll find that a financial plan is helpful to have. If you’re in your 20s, you have a set of goals that clearly changes by the time you’re 60 years old. A good financial plan guides you, and helps you know what to expect along the way.

 


 

“If you fail to plan, you are planning to fail.”
Ready to start achieving your financial goals? Take the first step—schedule a complimentary consultation with a financial planning professional here

 

Unsure? Keep reading about the benefits of financial planning here.

We're here for you

Schedule a complimentary, no-obligation consultation with an Alaska USA Financial Planning and Investment Services Professional. Let's get started!

Why Choose Alaska USA Financial Planning and Investment Services?

Financial planning can be complicated—a good financial professional will help you make smart, deliberate decisions about your financial future. Alaska USA Financial professionals have years of experience; they listen and take the time to answer your questions and explain your options. 

Schedule an appointment with an Alaska USA Financial Planning and Investment Services Professional today!


 

Meet your team of financial professionals

Alaska USA financial professionals have decades of experience helping people from all walks of life achieve their goals. Meet the professionals in your area.

 

Mike Klopfer, CFP®

Financial Advisor serving Alaska

Lance Sevier, CFEd®, CFP®

Financial Advisor serving Washington

Charlie Christensen

Financial Advisor serving Alaska

Bryanna Gleason

Financial Advisor serving California

Brad Davis

Financial Advisor serving Arizona

Mark McGarry

Financial Advisor serving Alaska

John Gee

Financial Advisor serving Washington

Andrew Lee

Associate Financial Advisor serving Alaska and Washington

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Do I need a financial professional?

Are you at a point in your life where you need the help of a financial professional? It’s an important question and one we hear a lot. Get the fastest answer by completing our short, 2-minute self-evaluation.

 

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Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Alaska USA Financial Planning & Investment Services, which is not an affiliate of the credit union. 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-4026977.1-1221-0124 Exp 1/23/2024

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