Invest - Rock Valley Credit Union

From tax management and college savings to retirement and estate planning, our investment services team is here to help you confidently prepare for your future!

About RVIS

When you partner with Rock Valley Investment Services, we get to know you before offering financial advice or developing a financial plan. We take the time to learn about your hopes, dreams, and concerns. Together, we’ll encourage your investments to grow for years to come — helping to make your financial dreams a reality.

Services Offered:

ESTATE PLANNING

Review your wills and trusts. Help manage your estate for intended heirs. Assist with beneficiary designations. Help reduce exposure to estate taxes and probate costs. Coordinate with your tax and legal advisors.

RISK MANAGEMENT

Review existing insurance policies and recommend policy changes when appropriate. Find the best policy for your situation.

COLLEGE/EDUCATION SAVINGS

Recommend investment and accumulation strategies to help you pay for your children’s education.

INVESTMENT PLANNING

Recommend investment and accumulation strategies to help you meet your future financial goals.

RETIREMENT PLANNING

Help you make the most of your employer-sponsored retirement plans and IRAs. Determine how much you need to save to retire comfortably. Manage assets before and during retirement.

TAX MANAGEMENT

Look for ways to help reduce your current and future tax burden and refer you to qualified tax specialists.

Getting Started

Our investment services are offered in partnership with Upstream Investment Partners, an independent, full-service financial firm that provides holistic financial planning to help invest and grow your wealth and manage your hard-earned assets.

Ready to get started? Meeting with an RVIS Wealth Manager is simple!

1 CONTACT

Set up a meeting with an RVIS Wealth Manager.

2 MEET

Let them get to know you, your goals and concerns, and develop a plan

3 PLAN

Review and discuss your customized recommendations.

4 EXECUTE

Implement your personalized financial plan.

5 REVIEW

How did we do? Let us know during routine follow-ups.

For more information or to schedule an appointment for a free consultation, contact our RVIS Wealth Manager:

THOMAS PETERSON,

Private Wealth Manager
CMFC, APMA, AIF, RFC certified
Office: (815) 282-0300
Cell: (815) 997-7413
Email: tpeterson@upstreamip.com

BECOME A MEMBER

Open An Account

At RVCU we understand that no two members are alike, and neither are the ways we can help make their dreams a reality. What are you waiting for? Become a member today!

Disclaimer: NOT a deposit and NOT insured by any federal government agency. Securities are not NCUA insured, carry no credit union guarantee and may lose value.  Registered Representative of and Securities are offered through LPL Financial. Fee-based investment advisory services offered through LPL Financial, a registered investment advisor. Rock Valley Investment Services is independent of LPL Financial.

There are risks involved with investing which may include market fluctuation and possible loss of principal value.  Particular investments may not be suitable for certain situations.  Carefully consider the risks and possible consequences involved prior to making an investment decision.  There can be no assurance that any specific investment strategy will be profitable.  Our firm does not provide legal or tax advice.  Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.  Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.  This material does not constitute an offer to buy or a solicitation of an offer to sell any security and is presented for informational purposes only

Routing #: 271988388 / NMLS #: 597779

Equal Housing Opportunity – We do business in accordance with the Fair Housing Law and Equal Opportunity Credit Act

NCUA – Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government Agency.

Important information about procedures for opening a new account: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.