Investment Services

Completing a financial plan is an important first step towards future financial stability and success. We offer two services, available exclusively to Alliant members.

Services	Features
Financial Investment Program learn more »	The Financial Investment Program allows you to meet with an advisor over the phone or in person to discuss a financial plan. Free, no obligation consultations Full service program in cooperation with MEMBERS™ Financial Services Retirement planning Wealth management Education funding Advisors are available in person and on the phone
Online Financial Planning - SimpliFi learn more »	The Online Financial Planning tool from SimpliFi allows you to create your own plan online with the help of a virtual financial advisor. Free, self paced online financial goal planning Personal virtual financial advisor Create an online account and enter your goals and assets Get recommendations to help achieve your financial goals
HSA Investment Program learn more »	In addition to maintaining a standard dividend bearing HSA you can choose from a variety of money market and mutual fund investment options, from conservative to aggressive. Program provided in cooperation with MEMBERS™ Financial Services One-time $18 investment account set-up fee $12 investment account annual fee Online tools and resources to monitor, select and manage funds

View Disclosures

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 866-512-6109.

CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.