not featured
2023-01-20
Investments
published
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Capital Investment Group

Whether you’re planning for retirement, looking to set up a college education fund, or have charitable interests to pursue we are here to help. Whatever your personal goals may be, we know that pursuing them is extremely important to you and at Capital Investment Group we are committed to doing the right thing for our members.

This means providing transparent, unbiased advice and always acting in the best interests of the people that we work with.


Fresh Start Checking from Capital Credit Union lets you hit the reset button

Retirement SErvices

We can help you plan for your retirement years.


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Investments

We can help you create a diversified portfolio.


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Financial Planning

We can help you develop your financial plan.











Meet the Team

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Our team is composed of experienced professionals that have the knowledge and expertise to guide you through the complex world of personal finance. We offer personalized advice and customized solutions to meet the unique needs of each of our members.
 
Contact us at investments@capitalcu.com or call us 920.494.4541 ext. 79052.
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Vice President: Investments and Insurance Services
Jen Busch headshot.

Investments and Insurance Assistant Program Manager

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Jennifer Brunette

LPL Registered Administrative Associate



















Check the background of your financial professional on FINRA's BrokerCheck.


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Retirement Services

We can help you plan for your retirement years by analyzing your current situation and providing recommendations on how to save and invest for a comfortable retirement.
We can support you with:
  • Saving using a Traditional or Roth Individual Retirement Account (IRA)
  • Investing 401k funds, consolidating 401ks or rolling a 401k into an IRA
  • Understanding your Social Security benefit options
Whether you are just getting started, considering your last day on the job, or currently retired, we are here to partner with you to make smart decisions with your money.
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Investments

We can help create a diversified portfolio that aligns with your risk tolerance and financial goals. Capital Investment Group, offers a wide variety of options from several different investment and insurance companies. The investment options range from conservative fixed interest to moderate risk options and more aggressive options with stock market exposure.
We can support you by:
  • Understanding where your money is invested and why
  • Defining a customized investment strategy
  • Analyzing your current portfolio and investment plan
If you are just getting started or are a seasoned investor, we can help answer your investment questions and meet your financial goals.
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Financial Planning

We can help you develop your financial plan by learning about your situation and customizing a strategy that will work for you. We strive to build long-term relationships and make it a point to provide actionable guidance that helps you get to where you want to be.



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Contact Us

+Please fill out the below form to contact us.

+No private personal information should be shared through this contact form - please refrain from sharing personal account numbers and loan information.

 










Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Capital Credit Union and Capital Investment Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Capital Investment Group, and may also be employees of Capital Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Capital Credit Union or Capital Investment Group. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
 
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.