Financial Planning

The Oregonians Financial Planning program was designed specifically for Oregonians Credit Union members to provide retirement, insurance and investment options. The Oregonians Financial Planning program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

Taylor McClish- Oregonians Financial PlanningFinancial Advisor Taylor McClish, is experienced in serving individuals with their investing and financial planning needs. Taylor has focused his practice to be built around goals based planning and investments that meet the needs of our membership. Taylor is adamant in helping individuals and families succeed and achieving their financial goals.

A native Oregonian and honors graduate from Eastern Washington University, Taylor enjoys everything the great northwest has to offer including beaches, mountains, hiking, food, and the Blazers. Taylor is FINRA securities registered and is licensed in Oregon and Washington.

The products and services available through Oregonians Financial Planning include but are not limited to:

  • Retirement Planning
  • Brokerage Services
  • 401(k)/Pension Rollovers**
  • Wealth Management
  • Mutual Funds
  • Long Term Care Insurance

Check the background of this investment professional on FINRA's BrokerCheck. Email Taylor with any questions at Taylor.McClish@cunamutual.com


Schedule a Consultation!

Contact Taylor today at (503) 239-3060, email him or complete our online request form to set up a no-cost, no-obligation appointment at any of our branches.

Upcoming Seminar: Estate Planning Basics


Do you have an estate plan for your family?
An estate plan is a map of how you want your personal and financial affairs to be handled in the future.  An effective estate plan can help ensure that your family’s financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended.  It’s a critical part of your overall financial plan.
 
In this seminar on Estate Planning Basics, you’ll learn:

  • Why you need an estate plan
  • Strategies to plan for incapacity
  • Wills, trusts, and life insurance
  • Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax 

Guest Speaker: Estate Attorney Phillip Hingson

Two Seminar Dates to Choose From:

Wednesday, September 12th
6:00 PM

Beaverton Branch
11240 SW Allen Blvd South

REGISTER

Thursday, September 13th
6:00 PM

Milwaukie Branch
6915 SE Lake Road

REGISTER

Friends and family are welcome, but seating is limited so please register early. We look forward to seeing you there!
 
For questions, please call Taylor McClish, our Financial Advisor, at 503.239.3060 or email him at Taylor.McClish@cunamutual.com.
 
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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
 
CUNA Brokerage Services representatives are not Estate Planning Specialists. For information regarding your specific needs, please consult an attorney or professional Estate Planning Specialist.
 
Estate attorney Phillip Hingson is not affiliated with CBSI or its representatives. Opinions expressed are those of the presenter and are not necessarily those of CBSI or its representatives.
FR-1616748.1-1016-1118

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*Oregonians Financial Planning Advisors are registered representatives of CUNA Brokerage Services, Inc.
**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

FR-2004909.1-0118-0220