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Investments

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Financial goals can be complicated. When you need a trusted advisor to help you make sound financial decisions, we're here to help.

Our investment representative, Chris Birkenbeul, will help you evaluate your risk tolerance, investment timelines and goals to help you create a plan for the future.

Our comprehensive approach and investment options complement the products and services available at the credit union to help you fortify your savings and realize your full financial potential.

We can help you meet your financial well-being needs during every unique stage of life. Contact Chris Birkenbeul at (260) 435-5104 today for a no-obligation appointment.

Meet Our Investment Team

Chris Birkenbeul headshot

Chris Birkenbeul
Financial Advisor
260.435.5104
chris.birkenbeul@fortfinancial.org

Pre-retirement Planning

  • Individual Retirement Accounts Options
    • Traditional IRAs
    • Roth IRAs
    • Spousal IRAs
    • Rollover IRAs
  • SEPs (Simplified Employee Pensions)
  • SIMPLEs (Savings Incentive Match Plan for Employees)
  • TSAs (Tax Sheltered Annuities) and 403(b) Plans
  • Non-qualified Deferred Compensation Plans
  • Non-qualified Accumulation

Retirement Income Planning

  • Retirement distribution planning
  • Legacy planning

Educational Funding Planning

  • Section 529 Plans
  • Roth IRAs
  • Coverdell Education Savings Accounts

Wealth Management Services

Investment Products

  • Stocks
  • Bonds
  • Mutual Funds

Some policies are brokered. Read carefully before you invest or send money.

Insurance Products

  • Life Insurance
  • Variable Universal Life
  • Term Life
  • Whole Life
  • Universal Life
  • Joint and Survivor Life
  • Long-Term Care Insurance
  • Disability Income

Some policies are brokered. Read carefully before you invest or send money.

Annuity Products

  • Fixed Annuities
  • Variable Annuities
  • Equity Index Annuities

Some policies are brokered. Read carefully before you invest or send money.

Check the background of investment professionals on FINRA's BrokerCheck.

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

The investment products sold through LPL Financial are not insured Fort Financial Credit Union deposits and are not NCUA insured. These products are not obligations of Fort Financial Credit Union and are not endorsed, recommended or guaranteed by Fort Financial Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult an attorney, tax advisor or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.