Investment Consultants

Welcome to WCCU Investment Consultants – a complimentary service for WCCU Members.

Meet Brandi

Brandi Walton, WCCU Investment Consultant

Brandi Walton began her career with WCCU Credit Union in 1998. With experience in both the member service and lending departments, Brandi developed a passion for helping people. In 2010, Brandi accepted a position with WCCU Investment Consultants and continues to provide WCCU members with exceptional service. With her knowledge of WCCU, her experience as a Financial Services Coordinator, and her specialized training as an Investment Professional with Commonwealth Financial Network and a Licensed Insurance Professional, Brandi had developed a following among many WCCU members.

WCCU Investment Consultants was created based on the needs of WCCU Members. Our mission is to provide WCCU members with information and resources from people they know and trust to make informed decisions.

The Independent Advantage

Visit with WCCU Investment Consultants and experience the value of truly independent financial guidance. You’ll find a partner who takes the time to understand what matters most to you. With no pressure to promote a particular product or answer to a parent company’s sales quotas, we are free to provide you with sound, unbiased advice. You’ll receive objective financial planning and investment expertise. The commitment we make to every one of our relationships is why so many WCCU members have taken advantage of this valuable service.

A Plan Designed for YOU

At WCCU Investment Consultants we recognize that each situation is unique. Our primary focus is to help you create a plan that reflects your values and way of thinking, suits your current circumstances, grows to fit your changing needs, and is flexible enough to accommodate the unexpected along the way. Solutions to which we may offer access include:

  • Retirement Planning*
  • Long term Health Care Options & Elder Care
  • Asset Protection
  • Funeral Expense Trust Accounts
  • Estate Planning and inheritance
  • Tax planning*
  • Charitable gifting*
  • Educational funding*
  • Qualified plan services*

There is value for everyone – schedule your complimentary meeting today!

  • Newly married couples – combining assets and debts, setting financial goals, changing beneficiaries, powers of attorney, etc.
  • Children of aging/dependent parents – Protecting Mom and/or Dad’s assets from nursing home expenses, options for long term health care, income replacement strategies.
  • Parents of young children – Saving for college and preparing for the unexpected– what happens to your dependents if something happens to you? If you’re not prepared, the state will make decisions regarding your finances and the placement of your minor children.
  • Members over 50 – Preparing for retirement, protecting and transferring assets, long term health care, income replacement, etc. Times have changed and laws have changed. There is need for more than just a Will to protect you.
  • Any Age 401K Rollovers, Funeral Trust Accounts, Asset Protection, retirement planning and much more! With WCCU Investment Consultants you’ll receive a complimentary, no obligation meeting where you can ask questions and be given information that is customized for your situation.

Contact Brandi Walton at brandiwalton@cfnmail.com to learn how WCCU Investment Consultants may benefit you.

The financial advisors of WCCU Investment Consultants offer securities and advisory services through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org , a Registered Investment Adviser.  Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution.  Funds are subject to investment risks, including possible loss of principal investment. Westby Co-op Credit Union is not a registered broker-dealer or Registered Investment Adviser. Westby Co-op Credit Union and Commonwealth are separate and unaffiliated entities.  This communication is strictly intended for individuals residing in the states of Arizona, Illinois, South Dakota, and Wisconsin.  No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.  Review our Terms of Use: www.commonwealth.com/termsofuse.html .

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