Financial Planning Services

Through our partnership with EFS, we offer financial consulting services to assist members with planning for a secure financial future.

Options include:

  • 403(b) Retirement and Match Plan Guidance
  • State Pension Projections & Planning
  • Professional Investment Allocation & Management
  • College Funding
  • Tax-Deferred Annuities
  • Health Care Planning, including Life and Long-term Care Solutions
financial planning

UECU members may receive a detailed retirement/investment analysis without cost or obligation. The representatives of EFS Advisors offer personal consultation at your convenience — whether that's at school, home, the office, or the credit union.

Contact Us

Josh Decker, CFP®, Apple Valley

David Wolfe, Coon Rapids and Woodbury

Dean Ingvalson, CFP®, Minnetonka

EFS Advisors has financial advisors statewide. For members living outside the Twin Cities area call 763-689-9023, 877-403-2374 or visit, click on "Find an Investment Advisor" to be referred to a representative in your area.

efs advisors

Securities offered through Advanced Advisor Group, Member FINRA & SIPC. Investment Advisory Services offered through Educators Financial Services, a Registered Investment Advisor.

440 Emerson St N Ste 4, Cambridge MN 55008 (877) 403-2374.

Advanced Advisor Group and Educators Financial Services are affiliates under common control D/B/A EFS Advisors and are not affiliated with United Educators Credit Union.

Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.