Financial Planning

For help with retirement and long term financial planning, use TruStage Insurance & Investment Services. You’ll find educational resources to help you make informed decisions, along with money management tools and techniques. You also have access to life insurance products, annuities, mutual funds, stocks, bonds, and other securities.

Securities sold through:

CUNA Brokerage Services, Inc.
member NASD/SIPC
5910 Mineral Point Road
Madison WI 53705

Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Similar products may be purchased from an agent or company of your choice. Not federally insured, may lose value, not underwritten or guaranteed by the Credit Union.

Get a Financial Review

Have you ever struggled with financial decisions? Wondered where the money went? Agonized over buy, lease or rent options? Pondered the benefits of loan consolidation? Cutting Edge members can turn to George and Ryan Beardmore, financial educators associated with Cutting Edge Federal Credit Union, for no cost, no obligation assistance with any financial planning or budgeting task. They will help you review your current financial circumstances, establish financial goals, and create an action plan. We encourage every member to take advantage of the Beardmores’ expertise. If you don’t live in Portland, no problem, they can help you via email or phone and fax. Contact the Milwaukie branch for an appointment.

CUNA Mutual Group


TruStage Insurance & Investments

Educational resources to help you make informed decisions, along with money management tools and techniques.

TruStage Financial Services

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