Services

Money Management

There are many important financial decisions that must be made throughout your life, so we have partnered with Money Management Services to help with all of your financial needs. Whether you're a newly married young couple, parents planning for a child's education, a worker planning for retirement or someone facing an unexpected job change, Financial Advsors, Leora King, and Brennan Scheel can help you reach your financial goals.

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Work With Someone You Trust

Where do you see yourself in 5, 10, or even 20 years?  Do your financial plans align with those goals?  What if you had access to an experienced financial professional who cared as much about your future as you do?

Leora and Brennan can assist you with

  • Money Management
  • Insurance Planning
  • 401(k) Planning
  • Retirement Planning
  • Estate Conservation
  • Investment Planning
  • Business Planning
  • Education Funding

                                                           Leora  Brennan Scheel Website17

Check the background on these investment professionals on FINRA’s BrokerCheck 

Whether they are large or small, contact Leora or Brennan today to schedule a no-cost, no-obligation appointment to discuss your individual needs.

*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

Page approval: FR-1325389.1-1015-1117