Investments & Life Planning

Prepare to live your life to the fullest.

At UCCU Financial Group, we understand that investing and planning for your future can be intimidating… and often downright confusing. But we’re here to help, whether that means simply finding you the best financial options, or providing a better understanding of the financial opportunities available to you. Our mission is to put you in control of your finances and your future.

ANNUITIES (FIXED & VARIABLE)

An annuity is a contract that provides you with future payments, at scheduled time periods, in exchange for current premiums. Annuities are insurance-based, and you can choose between contracts that are either fixed or variable.

 

 

 

 

MUTUAL FUNDS

A mutual fund is a collection of stocks, bonds, or other securities purchased and managed by an investment company with funds from a group of investors (which could include you). The return and principal value of mutual funds fluctuate with changes in market conditions. The idea is to minimize your risk by investing in more than just one stock or bond.

 

 

 

 

LIFE INSURANCE

Life insurance is a way to provide for your loved ones after your death. By making regular payments to a company during your lifetime, you ensure that a specific sum is paid to your beneficiaries, after your passing.

 

 

 

 

REIT (REAL ESTATE INVESTMENT TRUST)

With a REIT (real estate investment trust), a group of investors combines their capital to purchase and manage income property and/or mortgage loans. Just like stocks, REIT’s are traded on major stock exchanges.

 

 

 

 

STOCKS

When you own a stock, you own part of a corporation —which is why stocks are commonly referred to as “shares” and stock owners are called “shareholders.” Corporations issue stocks to raise money, and these stocks are bought and sold on stock exchanges.

 

 

 

 

BONDS

In the simplest terms, a bond is a legal I.O.U. The party that issues the bond owes a debt to the party that holds the bond. Depending on the terms of the bond, the debt may include interest, and the bond holder may be required to repay the principal amount at a later date (known as the “maturity”).

 

 

 

 

SOCIAL SECURITY MAXIMIZATION

Our Social Security Timing® software analyzes everything… so you don’t have to. It compares every possible election strategy available to married couples, single people, divorced people, widows, government employees and even those who have already elected and generates a full report, incorporating multiple possible ages of death, cost of living adjustments, including claiming instructions, cash flow report, income gap report, and more.

 

 

 

 

SERVICE PROVIDED BY:

801-223-7502

3333 N. Digital Dr.

Lehi, UT 84043

 

www.uccufg.com

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC.

Cetera is under separate ownership from any other named entity.

 

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Not NCUSIF Insured - Not a Deposit - No Credit Union Guarantee - May Lose Value - Not insured by any Federal Government Agency

 

Supervisory Office: Teresa Latimer, Staci Compagno,

Cetera Advisor Networks LLC. 1265 E Fort Union Blvd Ste 115, Cottonwood Heights, UT 84047. Phone: 801.255.7019.

Email: teresa@peakfns.com, staci@peakfns.com

 

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in UT. We are registered to sell Securities in AZ,CA,CO,FL,HI,ID,UT.

 

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