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Investment & Retirement
The Georgia’s Own Investment and Retirement Services 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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
When you think about the future and retirement, are you excited or concerned?
Regardless of where you are in your preparation, our team of experienced professionals can help you manage your investments and savings. A little strategic planning and insightful analysis now can go a long way to helping ensure your retirement is everything you hope it will be, and more.
Georgia’s Own financial professionals offer more than a wealth of experience and knowledge. They also offer a genuine concern for your financial success. Everything we do and recommend is made with your goals in mind. We’ll not only come up with a winning plan; we’ll also see it through.
Let’s get started! Contact us anytime at 404.253.9703 or shoot us an email for a no-cost, no-obligation appointment to discuss your investment and retirement plans.
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Our professionals help with a variety of
services including:
- Investments
- Rollovers
- Education Funding
- Insurance
- Estate Conservation
- Individual Retirement
Accounts (IRAs)
- Life and Disability
Insurance - Annuities
- Private Banking Group
- And More…
Click the link above for more info on taking a financial inventory
Monthly Economic Updates
Financial Tips
5 Smart Ways to Use your Stimulus Check
Meet Our Financial Professionals
Upcoming Webinars
January 11th - Income for Life
You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?
Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation.
January 25th - Social Security and Your Retirement
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security?
Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider. Here’s an opportunity to attend a valuable educational seminar on this important topic.
February 8th - Three Transitions to Retirement
Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.
Video Library
| 3 Factors to Consider When Investing Long Term  |
4 Key Estate Planning Documents Everyone Should Consider  |
Fed Forecast: Low Rates Ahead |
The Basics of Social Security Retirement Benefits  |
Check the background of your Georgia's Own Investment & Retirement Services financial professional on FINRA's BrokerCheck.
*Georgia’s Own Investment and Retirement 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, including the possible loss of principal. 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-3318761.1-1120-1222
**CRPC is a registered service mark of the College of Financial Planning. Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.