Business Financial Services
Our goal is to add quality products, services, and convenience to your business. Wildfire Financial Group, located here at Wildfire Credit Union, can help provide opportunities for you to increase the value of your assets and protect your business' financial future.
Products & Services
As a Wildfire Credit Union business member, financial advisors are available to discuss investment products and services such as:
- Group Retirement Plans
- Simplified Employee Pension (SEP) Plans
- SIMPLE IRA's
- 401(k) Rollovers
- Key Employee Insurance
- Retirement Transition Planning
- Health Savings Accounts
- Disability Insurance
Financial advisors can also direct you to CUNA Mutual Retirement Solutions and other dedicated teams which provide simple and practical retirement programs to help you achieve financial security and grow your business.
Schedule Your Appointment Today
Schedule a no-cost, no-obligation appointment with one of our representatives, contact 989-249-8220 or 1-800-227-2328 extension 8220.
Peter L. Schmidt
LUTCF, +CRPC®, ChFC,
Vice President Wealth Management
Check the background of these investment professionals on FINRA's BrokerCheck.
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. The CFP certification marks are not affiliated with CUNA Brokerage Services, Inc. +CRPC® is a registered service mark of the College for Financial Planning®.
CUNA Mutual Retirement Solutions is a division of CUNA Mutual Group and the marketing name for CPI Qualified Plan Consultants, Inc., a CUNA Mutual Group member company. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuity insurance products are issued by CMFG Life Insurance Company, located in Madison, Wisconsin. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues.