From living trusts to executor services, we’re here to make a difficult topic a little easier.

Grief is hard. Sorting through information and belongings with no direction only makes it harder. Let us help you make a plan so your assets are correctly allocated as you age and after you’re no longer here.

Personal Trust Services

Protect your assets while you grow them. There are a variety of personal trust options available to meet your needs. Learn more about trust services here.

Asset and Wealth Management

You have specific goals for your assets. The financial professionals at Investment Services Located at Purdue Federal Credit Union can help you develop a personalized approach.

Estate Services

A financial professional can assist you estate planning and estate settlement services. Estate plans help save on things like legal fees and taxes, which means more for those who matter most.
 

Check the background of these investment professionals on FINRA’s BrokerCheck.

Investment Services Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.
 
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
 
FR-3729434.1-0821-0923