Investment Planning

The First Service Wealth Management program is offered through CUNA Brokerage Services, Inc.88 , a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

As life changes, so should your investment plans. Planning for the future means planning for the obstacles, the unexpected valleys, the planned peaks, and the joyful moments. At First Service Wealth Management, we can help you reach your goals by helping you prepare a financial plan – one that is prepared to endure all of life’s moments.30

To make an appointment with one of our financial professionals, give us a call at 713-676-4356 or email us at

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Investment Planning

    Mutual Funds

    Mutual funds offer long term investors a way build a portfolio to help meet investment milestones. Financial Advisors can help you build a diverse portfolio designed to provide growth, value, and income strategies for both new and experienced investors. 

    Mutual Funds are sold by prospectus only. For information regarding any mutual funds, ask your financial professional for the funds prospectus, which contains information regarding the funds fees, charges and expenses. Read it carefully before investing. 


    Annuities are long-term investments specifically designed for future payout situations like retirement. An annuity can provide guaranteed income for the rest of your life. As pension plans become less common, many investors are turning to annuities as an option to replace income streams.


    Financial professionals can assist you in buying and selling shares of publicly traded companies in both domestic and international markets, as well as evaluate stock choices and investment opportunities.


    Individual bonds are likely the best known type of fixed income security. Bonds make interest payments and repay the principal on a fixed schedule and are often referred to as fixed-income securities because the lender can anticipate the exact amount of cash they will have received if a bond is held until maturity.

Benefits of Working with First Service Wealth Management

Our team can develop financial strategies to help improve your overall financial plan. Take advantage of our in-person consultative services and enjoy the following:

    Professional assistance with your securities trades

    Access to Professional Portfolio Management

    Comprehensive Portfolio Reporting

    Online Access to Investment Portfolio Data

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Schedule an Appointment

To make an appointment with one of our financial professionals, give us a call at 713-676-4356 or email us at

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