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Your Financial Future

Today's economic environment presents many challenges.  But along with these challenges come opportunities and potential rewards for those who can identify long-term trends.  Whether you are facing retirement - or looking to better understand certain investment ideas - we can help you address your most pressing money questions.

Our first priority at the UCCU Financial Group is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Most importantly, we hope you see the value of working with conveniently located advisors at UCCU who have an unwavering commitment to the highest professional standards.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Contact

Office: (801) 223-7502

Fax: (801) 609-2628

Email: lloyds@peakfns.com

Helpful Content

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

 

Building Your Legacy

A four-step framework for building a personal legacy.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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