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Credit Union Wealth Groupin partnership with Mt. Zion Federal Credit Union
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Financial Planning & Investments to help you achieve your financial goals.
Whether you are just starting out on your financial journey or preparing for retirement, our financial advisors Evan Kulak and Michael McDermott and the credit union wealth group can help you establish a clear path to achieve your financial goals.
Our advisors actively listen and collaborate with you to understand your current financial situation and prioritize your financial goals. It is important to understand your risk tolerance, time horizon, and investment preferences to establish a personalized financial plan. As a professional fiduciary, our advisors are required to keep your best interests in mind.
All members receive:
All members may schedule a complementary phone call at any time to learn more or ask questions - no commitment necessary.
All members receive:
- A dedicated relationship with the Mount Zion wealth team
- Financial planning services
- Professional investment management
- Affordable pricing, no commissions, no hidden fees
All members may schedule a complementary phone call at any time to learn more or ask questions - no commitment necessary.
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Mount Zion Wealth Team Helps You Succeed
We provide a full range of wealth management services. You can come to us with any financial questions - whether they are complex or simple. As a valued member we are here to help you navigate your financial life.
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Financial Planning
Evan can help you define your goal and analyze your options to develop and implement a personalized financial strategy.
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Online Financial Dashboard
You will have 24 / 7 access to your own online financial dashboard where you can easily track and manage your financial goals and investments.
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Investments
Our investment team works to determine the appropriate investment strategy based on your goals and feelings about risk.
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Conversations at your convenience.
Account Types
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Individual
Joint Custodial Revocable Trust Irrevocable Trust |
Roth
Traditional Rollover SEP SIMPLE Beneficiary |
401(k)
Roth 401(k) 403(b) 457 Health Savings Accounts (HSA) |
Disclosures
Investment products and services are offered independently through Polaris Financial, LLC (d/b/a Credit Union Wealth Group), doing business as Credit Union Wealth Group. Investment accounts are custodied at Altruist Financial, LLC and/or Interactive Brokers Group, LLC, member of FINRA/SIPC. Credit Union Wealth Group and Mount Zion Federal Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. Products and services offered through Credit Union Wealth Group are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.
