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Adventure Retirement and Investment Services

Let's make a personalized plan for your financial objectives.


  • Easy Access
    Easy Access

    Our team is located at credit union offices in Michigan.

  • Diverse Services
    Diverse Services

    We provide guidance on all types of financial and insurance matters.

  • Personalized and Attentive
    Personalized and Attentive

    We take time to listen before suggesting any solutions.

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YOUR GOALS ARE OUR PRIORITY
Investment Services
Meet our team

Guidance, Tools, Education and Services to Help You

Your Goals Are Our Priority.

Where are you today? Where do you want to be tomorrow? We're here to help you plan and achieve your goals as we provide value, insight, perspective and innovative products and services guiding you toward financial security.

With a range of skills, our trained and experienced professionals can help you develop a plan that makes sense for you now and can adjust the plan as your needs change over time.

Your Adventure Investment and Retirement Services representative can provide you with needs-based financial management services to help you with money management, insurance services, college funding, retirement planning, investment strategy, estate conservation and more. Our specialists, Jim Bird and Ralph Kapalczynski, are available to meet with you to discuss your individual financial needs and goals. Jim and Ralph bring more than 20 years of experience working with members.

It's never too early to start nor too late to get on track. Plan your retirement to live the life you've dreamed. We can help you identify and set specific, realistic goals; prepare for unexpected events like market volatility conditions and inflation risks; and save enough for your golden years.

It's never too early to start nor too late to get on track. Plan your retirement to live the life you've dreamed. We can help you identify and set specific, realistic goals; prepare for unexpected events like market volatility conditions and inflation risks; and save enough for your golden years.

Saving for College: With college costs rising each year, you need a plan in place to make things a little easier for your children.

Financial Planning: A personalized financial plan includes various products and services. We'll help you with tax-favored accounts such as IRAs, diversified investment options such as Mutual Funds, Annuities, and Stocks and Bonds.

Life Insurance: This could be the right choice if you need coverage for a set time. Options include Term Life Insurance and Whole Life Insurance, both of which offer unique benefits.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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-1619224.1-1016-1018