800-525-9094
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.
These can be both financial (how much you want to have saved for retirement) and semi-financial (maybe you’d like to spend your retirement years traveling around the country in an RV). Setting goals is often one of the most difficult steps in the process for people, but one of the most important.
With a plan, you will be more proactive in terms of putting your money to work for you, and more likely to recruit tax-advantaged savings and investment options. A plan will also allow you to adjust for changes that occur along the way.
A financial plan helps you keep tabs on both your spending and your saving, to make sure they stay balanced with your goals. It can also help you avoid making financial decisions based on biases created by factors like recent news and events, fear of loss, and inaccurate mental accounting. Strategies for weathering market ups and downs and taking appropriate risk to elevate gain are all part of a financial plan.
What we can help you with
Retirement planning
One day work could be a choice—with the right plan in place. We can help you build a roadmap to the kind of future you’ve been looking forward to.
Investment portfolio management
The right mix of stocks, bonds, and mutual funds is crucial to securing financial wellbeing.
IRA and 401(k) rollovers
Protect the tax-sheltered status of your retirement assets with a qualified retirement plan rollover.
Insurance services
You’ve worked hard for your assets—it’s important to you and your family to make sure you protect what you’ve earned.
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
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