Services & Products


Retirement Planning

Are you prepared for your retirement? Let us help you estimate where you will be with things as they are--then where they could be with a few changes.

Estate Planning

Planning your estate is an ongoing process. Have you planned to reduce federal estate taxes?

College Planning

Learn college funding strategies. Call for information.




Managed Accounts

Many of our clients prefer fee-based accounts using third party money managers.

Mutual Funds

Variable Annuities

Indexed Products - Annuities and Life

Term and Permanent Life Insurance

Limited Partnerships

Stocks and Bonds

Disability, Long Term Care, and Medicare Supplements


Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. InNet Financial, RDM Partners, and the credit union are not affiliated with Cambridge. Non-deposit investment products are not NCUA insured, not credit union guaranteed, may lose value.