Our Approach
There is no “one-size fits all” solution.
But there is a right plan for you.
Your family’s plan is a living strategy, one that changes with your life—from new jobs and new locations to new family members. We move at your pace, taking time to understand your most important cares and concerns. Your plan will better enable you and your family to live happy, long and peaceful lives, both during your working career and the years of retirement.
We see ourselves as guides on your financial journey. Our job is to provide you with sound data so that you can make good financial decisions.
Digital Wealth Management
A self-service channel that allows you to develop an account, choose investments
and actively manage your portfolio on an ongoing basis.
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Disclosure
For detailed information, including Form ADV Parts 1, 2, 2b, 3 (Form CRS), and Appendix 1 (Wrap Brochures) visit the SEC website.
*All references to BCU Wealth Advisors will mean BCU Wealth Advisors, LLC, a wholly-owned subsidiary of BCU. Investment advisory services are offered through BCU Wealth Advisors, LLC; an investment adviser registered with the United State Securities and Exchange Commission and domiciled in the State of Illinois. Insurance products and services in California are provided by Insurance Services of BCU (CA License #0L98492). Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA / SIPC) and SEC-registered investment adviser. Products and recommended securities offered through BCU Wealth Advisors or CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Baxter Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. This website is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of a jurisdiction unless the firm is notice-filed, registered or is eligible for exemption from notice-filing or registration in that jurisdiction. The contents of this webpage are not to be copied, quoted, excerpted or distributed without express written permission of the firm. Nothing on this webpage is intended as legal, accounting, or tax advice, and is for informational purposes only.