System maintenance is scheduled for Friday, May 31 beginning at 8pm and lasting until approximately Sunday, June 2 at 8am. During this time, Sunmark’s Branches and Member Solution Center, Online Banking, Mobile Banking, and TAMI will be unavailable.

We apologize for any inconvenience.

Sunmark Life Stage Advisory program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

 

Investment Services

Sunmark Life Stage Advisory has a single goal: to help you make the most of your money.

Everyone wants a sense of control over their financial future so they can progress toward financial goals. That’s where Sunmark can help. We focus on your individual situation and help you with objective, easy-to-understand advice and guidance in support of your financial goals.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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planning for you

Advice and Review

Wherever you are in your life, it’s always a good time for an objective investment review, as well advice and guidance.

From evaluating your 401K investment options, investment counseling, financial, retirement or estate planning, Sunmark’s financial professionals will provide personal service and attention to your individual situation, goals and objectives.

Advisor Based Investing

Our professionals can help you with:

  • Stocks & Bonds
  • Mutual Funds
  • Annuities
  • Alternative Investments
  • 529 Plans
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • IRA & 401(k) Rollovers
Education Plans

If you’re feeling that it’s time to see if your child’s college savings program is on track, or it’s time to get started, you’re not alone.

Let our experienced staff help you understand where things stand and plot a course of action.

Retirement Plans

Whether you’re just starting out, or you’ve been saving for retirement for a while, you may be feeling unsure about when, or if, you’ll be able to enjoy the retirement you envisioned.

We can help with:

  • Retirement Planning & Review
  • 401(k) Investment Review
  • 401(k) and Qualified Plan Rollovers
  • IRAs
  • Life Insurance
  • Long-Term Care Insurance
Estate Plans

Young or old, you work hard to take care of yourself and your family. Don’t let an unexpected accident, illness or death compromise the quality of life you’ve worked so hard to achieve.

Ask about:

  • Simple Wills
  • Durable Power of Attorney
  • Health Care Proxy
  • Trusts
  • Disability Insurance
  • Life Insurance

Representative is not an attorney. For legal questions, including a discussion about estate planning, please consult your attorney.

Self Directed Investing

If you are someone who enjoys or prefers to identify their own investment opportunities, the Sunmark Life Stage Advisory program is ready to help with the following:

  • Stocks
  • Mutual Funds
  • Bonds
  • Options
  • Commodities
  • Alternative Investments
Tax Advantage Investing

Taxes. They’re a fact of life that we all handle in our own way. Whether you’re a do-it-yourselfer, or someone looking for an accountant to navigate the process for you, Sunmark can help by connecting you with dedicated resources that will keep you informed of the latest tax rules so that you’ll feel confident when you file!

Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional.

planning for your Business 

Advice and Review for Business

Today’s financial markets offer considerable opportunity for investors, but are you finding it hard to locate and decide on the opportunities that are right for you? Wherever you are in your life, it’s always a good time for an objective investment review, as well as professional advice and guidance.

Employer Retirement Plans

As a business owner, whether you’re just starting out or well established, you’re probably thinking about ways to provide for retirement—yours and for your staff. Good news is, there are many options available to you.

Employee Benefits

As a business owner, you rely on your staff to enable you to focus on the activities of growing your business. Retain those who keep your business going by offering employee benefits that fit your business’ budget and their needs.

We can help with:

  • Disability Insurance
  • Group Health Insurance
  • Group Life Insurance
  • Group Long-Term Care Insurance
Business Continuation

Big or small, be sure to protect all that you’ve built by developing and implementing a business continuation plan. You’ll rest easier, as will your staff, and, of course, your dependents.

Estate Plans

Young or old, you work hard to take care of yourself and your family. Don’t let an unexpected accident, illness or death compromise the quality of life you’ve worked so hard to achieve.

Ask about:

  • Simple Wills
  • Durable Power of Attorney
  • Health Care Proxy
  • Trusts
  • Disability Insurance
  • Life Insurance

Representative is not an attorney. For legal questions, including a discussion about estate planning, please consult your attorney.

Tax Advantage Investing

Taxes. They’re a fact of life that we all handle in our own way. Whether you’re a do-it-yourselfer, or someone looking for an accountant to navigate the process for you, Sunmark can help by connecting you with dedicated resources that will keep you informed of the latest tax rules so that you’ll feel confident when you file.

Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional.

*Sunmark Life Stage Advisors 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.
 
FR-2510002.1-0419-0521