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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

Does Your Child Need to File an Income Tax Return?

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.

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

 

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Debt Stress

There’s a link between debt and stress.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Saving for College

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

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

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Cycle of Investing

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

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