Ascend Retirement and Investment Services
Ascend Retirement and Investment Services28 offers no-cost, no-obligation professional financial advice to all our members. Whether you're just beginning to invest or want to catch up on retirement savings, our advisors can help you reach your goals.
We listen carefully to what you want out of life in retirement and help you create a financial roadmap to reach your goals.
We can develop a college savings plan and help you decide which tax-advantaged college savings account is right for you.
Life insurance is an important part of protecting your family. We can help you decide how much coverage you need and recommend policies.
We'll help you identify financial objectives and recommend strategies to help you achieve them. We can also evaluate your current portfolio and offer objective advice on adjustments.
If you’re changing jobs or retiring, we can help you rollover funds you've invested in your employer’s pension plan, 401(k), 403(b)/TSA or 457 plan.
Medicaid only pays long-term care expenses once you’ve exhausted most of your personal assets. We can create a plan that will help preserve your savings and assets in the event you require extended care.
Ascend provides financial advice according to the fiduciary standard. This means we are obligated to act solely in your best interest. We don't recommend any investments for you that we wouldn't invest in ourselves. We have access to a full array of investment products and services so we can create the portfolio that will help you reach your goals. And we don't offer our own proprietary products, so you can feel secure that we offer only investments that are right for you – not products that make money for us. If there are fees or costs associated with our recommendations, we'll tell you up front. We take our obligation to our members seriously, so when you choose an Ascend Retirement and Investment Services financial advisor, you're choosing a professional who is intent on providing you personal attention and help you make smart decisions.
Already have an Ascend Retirement and Investment Services financial advisor?
Visit our Ascend Retirement and Investing Service Center to find contact information for your advisor.
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- Do I have to pay anything to talk with an Ascend financial advisor?
This service is offered to Ascend members at no initial cost or obligation.
- What is the relationship between CUNA Mutual Group and Ascend?
CUNA Mutual Group is Ascend's provider for various insurance products including credit life insurance, credit disability insurance, whole life insurance and term life insurance. It is also our provider for Guaranteed Asset Protection (GAP) and Mechanical Repair Coverage (MRC).
- How old should I be to talk with a financial advisor about planning for retirement?
It's never too early to begin planning for retirement. Call 800-342-3086 to schedule an appointment with a financial advisor.
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