Our branches will be closed on Monday, January 20 in observance of Martin Luther King Jr. Day. All Fort Financial branches will reopen for normal business hours on Tuesday, January 21. As a reminder, you can always access your account 24/7 with online and mobile banking. For a complete list of our observed holidays, click here.

Fort Financial Credit Union
Search toggle
masthead banner

Fort Financial Wealth Management

Online Access

Financial goals can be complicated. When you need a trusted advisor to help you make sound financial decisions, we're here to help.

Our wealth management representatives will help you evaluate your risk tolerance, investment timelines and goals to help you create a plan for the future.

Our comprehensive approach and wealth management options complement the products and services available at the credit union to help you fortify your savings and realize your full financial potential.

We can help you meet your financial well-being needs during every unique stage of life. Call us at 260.435.5198 or email Sarah Southworth to schedule your no-obligation appointment with an investment representative.

Your no-cost accident insurance is waiting for you.

Pre-retirement Planning

  • Individual Retirement Accounts Options
    • Traditional IRAs
    • Roth IRAs
    • Spousal IRAs
    • Rollover IRAs
  • (Simplified Employee Pensions)SEPs
  • (Savings Incentive Match Plan for Employees)SIMPLEs
  • (Tax Sheltered Annuities) and 403(b) PlansTSAs
  • Non-qualified Deferred Compensation Plans
  • Non-qualified Accumulation

Retirement Income Planning

  • Retirement distribution planning
  • Legacy planning

Educational Funding Planning

  • Section 529 Plans
  • Roth IRAs
  • Coverdell Education Savings Accounts

Wealth Management Services

Investment Products

  • Stocks
  • Bonds
  • Mutual Funds

Some policies are brokered. Read carefully before you invest or send money.

Insurance Products

  • Life Insurance
  • Variable Universal Life
  • Term Life
  • Whole Life
  • Universal Life
  • Joint and Survivor Life
  • Long-Term Care Insurance
  • Disability Income

Some policies are brokered. Read carefully before you invest or send money.

Annuity Products

  • Fixed Annuities
  • Variable Annuities
  • Equity Index Annuities

Some policies are brokered. Read carefully before you invest or send money.

Check the background of investment professionals on FINRA's BrokerCheck.

Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: FL, IN, OH, MI, MS, NC, VA, TN. Fixed Insurance products are offered through Fort Financial Wealth Management.

Cambridge, Fort Financial Wealth Management and Fort Financial Credit Union are not affiliated. Non-deposit Investment products are not NCUA insured, not credit union guaranteed, may lose value. NCUA information that appears below relates to credit union services and should not be construed as applying to investment services.

 

Other Disclosures