Pioneer Credit Union

When it comes to investment products, our recommendations are as individual as you. 

 

Pioneer Credit Union would like you to meet Brad Roethlisberger, a Financial Consultant who can recommend a mix of quality investment options, such as mutual funds, IRAs and fixed annuities, based on your unique situation.

 

Brad is skilled at tailoring recommendations suitable to your risk tolerance and investment analysis. He also offers long-term care and life insurance to help protect you and your loved ones.

Schedule an appointment today!

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Savings Accumulation

Estimate the future value of your current savings.

Disability Income Insurance

How much Disability Income Insurance do you need?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Investor Emotions and Where to Find Them

Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.

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