Wherever you want to go....we'll help get you there.
A smart financial strategy means planning for today while preparing for tomorrow. Whether you're just beginning to save or looking for more sophisticated money-management tools, Island Financial Services can help you meet your personal financial objectives including planning a comfortable retirement, providing a college education, or saving for a home.
The Island 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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com
5 FACTORS THAT COULD IMPACT YOUR 2020 TAX FILING
The year has been filled with many twists and turns, and the events of 2020 have likely affected your finances. While some legislative efforts may be helpful in times of crisis, it’s important to read through the fine print and consider how these changes could impact your tax filings in 2021.
*Island Financial Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 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.