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.
Financial 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
Schedule a Consultation!
Plan Now for Health Care Costs in Retirement: With health care spending projected to grow 5.8%1 annually, health care costs remain the largest threat to retirement savings. Make health care a critical part of your retirement income plan.
Gain a better understanding of:
- Coverage options including Medicare
- Health care costs in retirement
- Steps you can take to develop a plan with your advisor
Two dates to choose from. Please RSVP, as seating is limited:
1. Centers for Medicare and Medicaid Studies, National Health Expenditures Projections, 2015-2025.
Financial Planning Links:
*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.