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Reach Your CUPII Advisor. Our goal is to create customized strategies that weave together your financial goals and values. We strive to work closely with our clients, building long-lasting partnerships with them. Smart investing doesn’t have to be complicated investing. We seek to simplify the process. We can help you develop an approach that is designed to address your unique situation. Understanding Today's Financial Environment. We can help take the mystery out of preparing for your financial future.

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Reach Your CUPII Advisor. Our goal is to create customized strategies that weave together your financial goals and values. We strive to work closely with our clients, building long-lasting partnerships with them. Smart investing doesn’t have to be complicated investing. We seek to simplify the process. We can help you develop an approach that is designed to address your unique situation. Understanding Today's Financial Environment. We can help take the mystery out of preparing for your financial future.

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Home | CU Preferred Investments and Insurance | cupreferredinvestments.com Reviews

https://cupreferredinvestments.com

Reach Your CUPII Advisor. Our goal is to create customized strategies that weave together your financial goals and values. We strive to work closely with our clients, building long-lasting partnerships with them. Smart investing doesn’t have to be complicated investing. We seek to simplify the process. We can help you develop an approach that is designed to address your unique situation. Understanding Today's Financial Environment. We can help take the mystery out of preparing for your financial future.

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cupreferredinvestments.com

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Tax | CU Preferred Investments and Insurance

http://www.cupreferredinvestments.com/resource-center/tax

Reach Your CUPII Advisor. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Making Your Tax Bracket Work. Have you explored all your options when it comes to managing your taxable income? Learn more about taxes, tax-favored investing, and tax strategies.

2

Resource Center

http://www.cupreferredinvestments.com/resource-center

Reach Your CUPII Advisor. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Sign up for my Newsletter. Dave began ...

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Proactive. Responsive. Consistent. | CU Preferred Investments and Insurance

http://www.cupreferredinvestments.com/p/proactive-responsive-consistent

Reach Your CUPII Advisor. Proactive. Responsive. Consistent. Sign up for my Newsletter. Error processing your request. Please try again at a later time. Randall W. Thiel. Randall W. Thiel is a Financial Advisor that has acquired the necessary registration in securities and licensing in insurance products to provide advice and direction in the complicated world of investments. Randall is a life-time. David L. Murdock. Mary joined the CU Companies Preferred Investments & Insurance team in 2010. She...We've...

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Money | CU Preferred Investments and Insurance

http://www.cupreferredinvestments.com/resource-center/money

Reach Your CUPII Advisor. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Lowdown on T...

5

Team

http://www.cupreferredinvestments.com/team

Reach Your CUPII Advisor. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address:. Investing principles and strategies. Retirement investing and distribution strategies. We also can answer your questions, including:. Can I retire early? Are my investments working hard enough? What’s the best approach for college savings? What are the elements of a sound estate strategy? David Murdock...

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SLCU Financial Education for Members

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As a locally owned, not-for-profit financial institution, SLCU answers to our member/owners and not to corporate shareholders. Thus, one of our purposes is to educate our members to help them make smarter financial choices. With that in mind, please review the information below. Worried about a financial decision? Our financial calculators are helpful and easy to use. Click here to get started. Free Online Fraud Education. Free to all credit union members. [external link disclosure]. SLCU President/CEO C...

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Insurance | New Brighton, MN | CU Companies

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Randall W. Thiel. David L. Murdock. Stocks, Bonds and Mutual Funds. Advisor Profiles and Bios. Randall W. Thiel. David L. Murdock. Make this my Homepage. Borrower Value and Advocacy. Boost Your Mortgage Business. Stocks, Bonds and Mutual Funds. Advisor Profiles and Bios. Randall W. Thiel. David L. Murdock. Share with a Friend. Long Term Care Insurance. This product insures earned income against the risk of disability that impairs the ability to work. Applied to both physical and psychological injurie...

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cupreferredinvestments.com

Home | CU Preferred Investments and Insurance

Reach Your CUPII Advisor. Our goal is to create customized strategies that weave together your financial goals and values. We strive to work closely with our clients, building long-lasting partnerships with them. Smart investing doesn’t have to be complicated investing. We seek to simplify the process. We can help you develop an approach that is designed to address your unique situation. Understanding Today's Financial Environment. We can help take the mystery out of preparing for your financial future.

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