Financial Planning

The Members Financial Services 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.

At HAPO, you and your family come first. The Members Financial Services program will help you make informed decisions about investment and insurance strategies to meet your long-term financial goals.

We're here to help you in every life stage. 

Check the background of this investment professional on FINRA's BrokerCheck.

Speak with a Financial Advisor

Rainy day fund infographic

Saving for all life stages

It is never too early to start saving for yourself and your family's future. Whether you are saving to fund a child's college education, or want to set yourself up for a comfortable retirement, an experienced financial advisor will help you create a plan that makes sense for you. 

Learn more about your options

Products and Services for Every Life Stage

Mom and son happy


Solid insurance is the key to protecting you and your family from life's unexpected moments. We can help you create a plan to protect what matters most. 

Protect what matters
Mature Couple Hiking


Don't wait until it's too late. Start planning for your retirement now. With both Traditional and Roth IRA's, we can help you start saving for your golden years. 

Start Planning


Experienced professionals will help guide you and show you how to allocate your funds based on your financial needs and goals. It's never too late to start investing in your future.

Start Investing

*Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A MEMBERS Financial Services Financial Planning and Investment Services, which is not an affiliate of the credit union. 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.

AdTrax: FR-2942599.1-0220-0322 | Broker Check