Investments & Insurance
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Investments & Insurance
Whether you're just starting out or if you've been investing for years, we are here to help!
Where do you see yourself and your family in the future? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?
Our investment representative is available to learn about your goals and work with you on developing your personalized plan. Together, you’ll create a plan that will make those financial goals a reality.
If you have questions or need to set up a free consultation to learn how to better manage your finances, please contact Chris Birkenbeul today!
Chris Birkenbeul, RICP®
Investment Representative
1104 Medical Park Dr
Fort Wayne, IN 46825
(260) 423-8327
[email protected]
Financial Services
Financial Management and Analysis
We use a comprehensive approach to your overall financial well-being that focuses on:
- Protection – Building your base of insurance protection
- Accumulation – Developing strategies to save money for retirement, education, purchases, etc.
- Management – We help you manage your financial strategies as they evolve throughout your lifetime
Pre-retirement planning
IRAs (Individual Retirement Accounts)
- Traditional IRAs
- Roth IRAs
- Spousal IRAs
- Rollover (conduit) 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
Insurance Products
- Life Insurance
- Variable Universal Life
- Term Life
- Whole Life
- Universal Life
- Joint and Survivor Life
- Long-Term Care Insurance
- Disability Income
Annuity Products
- Fixed Annuities
- Variable Annuities
- Equity Index Annuities
Check the background of investment professionals on FINRA's Broker Check. Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: FL, IN, OH, MI, MS, NC, VA, TN. Fixed Insurance Products are offered through MidWest America Financial Services. Cambridge, MidWest America Financial Services and MidWest America Federal Credit Union are not affiliated. Non-deposit Investment products are not NCUA insured, not credit union guaranteed, may lose value. NCUA information on this site relates to credit union services and should not be construed as applying to investment services.
Other Disclosures
CIRA_Form_CRS.pdf
CIR_Form_CRS.pdf
form_crs_supplement.pdf
