Strategic Investment Services Advisors
The Strategic Income 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.
Whether you’re just starting to save and invest or nearing retirement, professional advice from financial advisor Dante Trimble can help you plan and reach your financial goals.
Why Work with a Financial Advisor?
We study your basic input carefully, then prepare recommendations based on your financial foundation and the goals you are trying to reach.
- You don’t need a lot of money. Retirement planning isn’t just for the wealthy. We work with members of all ages, income levels and life stages.
- We work together. Your financial advisor will conduct a comprehensive analysis of your income, expenses and investments and answer the question, "Will I have enough money to…?"
- We plan for the big picture. While specific goals are important, your plan considers all the angles. It spans from insurance and investments all the way to your financial legacy.
- You’re an active partner. We believe in clarity and transparency. We’ll help you understand everything involved with your money and how your plan aligns with your specific needs and priorities.
- Our commitment is ongoing. Creating your plan is just the beginning.
Breaking Down the Barriers to Financial Security
At Strategic Investment Services Advisors, we’re committed to breaking down the barriers to financial success.
- We turn uncertainty into access. Our services are available to every member, regardless of income level, age or stage in life.
- We turn complexity into simplicity. We strive to present clear, simple solutions.
- We turn fear into confidence. We help members overcome common fears of investing with ways to protect their financial futures.
Call 563-355-3800 or schedule a no-cost, no-obligation consultation now to get started.