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Investments & Retirement

Financial Planning & Investments to Help You Achieve Your Financial Goals.
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Your Goals. Your Plan & Portfolio. Your Journey.

As a valued member of Bragg Mutual Federal Credit Union, you have access to advice and investment services from our team of dedicated financial advisors.

You can receive:

  • Advice & guidance from a dedicated financial financial advisor.
  • Investment portfolio based on your goals, time horizon, and risk tolerance.
  • Periodic check-ins to review your financial situation & investments.
  • Online portal & mobile app to view your investment plan & portfolio.

From your first investment through retirement, we are here to help—regardless of your level of wealth. We adhere to the fiduciary standard of care, meaning our advisors are required to act in your best interests.

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Speak with a member of the investments team today or schedule a complimentary appointment!

How Can We Help You?

Retirement Journey

  • Investing to Retire
  • Retiring Soon
  • Already Retired
  • Rollover: 401(k); Pension; TSP; 403(b); 457

Earn More on Savings

  • Emergency Fund
  • Earn Income/Higher Yield %
  • Short-Term Investing
  • Long-Term Investing

Life Milestones

  • Invest Inheritance
  • Major Purchase Savings
  • Job Change
  • Education
  • Selling a Property
  • Create Will or Trust

Family Events

  • Marriage / Divorce
  • Minor / Custodial Account
  • Passing of Loved One
  • Special Needs Child
  • Charitable Giving
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Financial Advice

Your advisor can help you define your goals and analyze your options to develop and implement a personalized financial strategy.
  • Starting an Emergency Fund
  • Retirement Planning
  • 401(k); IRA; Social Security
  • Create a Will or Trust
  • Education / College Planning
  • Insurance Analysis
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Investments

Our investment team works to determine the appropriate investment strategy based on your goals and feelings about risk.
  • Managed Portfolios
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Stocks, Bonds
  • Cash Management
  • Portfolio Reviews
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How Your Money is Managed

Your goals and your portfolio: investments made to fit your investor type.
  • Financial advisors build a portfolio based on your goal(s), risk tolerance, time horizon, priorities, and values.
  • Our Investment Team actively manages your portfolio, keeping inline with objectives, considering macro economic events, examining market conditions, and making adjustments as needed.
  • Automated rebalancing & dividend reinvestment.
  • Adjust & update as your life events or goals change.
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Complete Access with Your Investor Portal

Stay on track with 24/7 access to an all in one financial dashboard where you can easily view & track your goals and investments from desktop or mobile.
  • View balance, performance, and holdings
  • Access account statements & tax forms
  • Transfer funds: schedule deposits & withdrawals
  • Review your net worth, financial planning dashboard, and track goal progress

Meet Your Financial Advisor Team

Your financial advisors are available via phone, email, and video conference. If you need assistance scheduling a meeting you may come to the branch and one of our team members will assist you.

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Evan Kulak

Credit Union Wealth Group
(910) 558 – 0615
[email protected]

Schedule Call
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Michael McDermott

Credit Union Wealth Group
(910) 558 – 0614
[email protected]

Schedule Call
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Want to Invest on Your Own?

If you want to be hands-on with your investments, you can build your own portfolio with our Do-It-Yourself direct trading platform. You can do your own research and make the decisions which investments are right for you—from stock to bonds, mutual funds, commodities, and more. Select and manage your own investments at your own pace.

If you would like advice on managing your investment portfolio, our financial advisors are here to help.

Account Types

  • Individual
  • Joint
  • Roth
  • Traditional
  • Rollover
  • SEP
  • Custodial
  • Revocable Trust
  • SIMPLE
  • Beneficiary
  • 401(k)
  • Roth 401(k)
  • Irrevocable Trust
  • Create Will or Trust
  • 403(b)
  • 457
  • Health Savings Account (HSAs)
Investment products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Altruist Financial, LLC, member of FINRA/SIPC. Credit Union Wealth Group and Bragg Mutual 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.

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