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About Us

Our Story

The Workers Investment & Planning Solutions team has served Workers Credit Union members for over 20 years. As a leader in the financial services industry, our clients pursue their financial goals through strong relationships and holistic planning. Our team brings experience, knowledge, and clarity to every situation and understand the questions and emotions at every stage of life.

Our Primary Purpose

Our Primary Purpose

Over the years, we have found that a team approach is an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. Our team provides opinions and knowledge from diverse backgrounds, education, and experience that will enrich your financial planning.

Every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. We want to keep you on track toward a meaningful and purpose-driven financial future.

Knowledge is power.

When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting.

Client Centered

As financial professionals, we are committed to helping people create strategies for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies while seeking to preserve principal.

Today’s economic environment brings challenges but, with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and pursue those rewards.

If you have any questions, please contact us through the form below or call us at 978-353-7175.

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