10 Mistakes That Threaten Your Retirement Plan

Don't put your retirement at risk!

Download Your Guide Below

You have spent years working and saving for retirement. As that date approaches, you want to make sure that you are doing everything possible to get the most out of your retirement dollars. 

The 7 17 Retirement & Investment Group 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.

Learn how to avoid the 10 mistakes that threaten the success of your retirement – download now.
Fill out this form to download a free retirement guide.
We help you
Plan Confidently.
Retire Confidently.
  • Stay on track to meet your goals
  • Manage your retirement paycheck
  • Get the most out of your Social Security benefits
  • Understand your 401k options and return potential
  • Take advantage of opportunities now available to enhance your retirement
We help you
We help individuals, just like you, plan for a successful retirement.
  • 25 years of experience
  • Retirement plans created DAILY
  • 1,500 clients served
Limitless retirement goals achieved!
Our Process
Plan Confidently. Retire Confidently.
  1. Meet to review your current financial situation
  2. Align your income to meet your retirement expectations
  3. Create a strategy that provides security to and thru your retirement
Now is the time to speak with a professional who can give you confidence in your plan and help you succeed in retirement.


  • William C. Day
    TLO, CRPC®
    Vice President - Wealth Management

  • Paul D. Finch
    CRPC®, CLU, ChFC, CFP®
    Vice President - Wealth Management
You only get one retirement, don’t leave it to chance!
To learn more about the background of your financial advisor and the firm they work for, please go to BrokerCheck by FINRA.
717 Retirement & Investment Group Locations

 

*7 17 Retirement and Investment Group 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. FR-3623836.1-0621-0723