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Jeff Konieczny

Retirement & Savings Specialist

(715) 892-0165 – direct
[email protected]

Kurt Powers

Financial Advisor
Retirement & Savings Specialist

Ryan Powers

Financial Consultant 
Retirement & Savings Consultant

(715) 536-8351 x 4012
[email protected]

Simplify the Decisions

Our partners explain the ABC's of conservative investing which detail what products and services are available in a Credit Union, annuities, and the market. They then help you decide where your assets belong and establish the correct risk tolerance for your portfolio.

Product Options

  • Mutual Funds
  • Annuities
  • Stocks/Bonds
  • IRAs
  • Qualified Retirement Plans, e.g., 401K, Simple IRA, 403b, etc.
  • Life Insurance
  • Long-Term Care Insurance
  • 529 Plans

Individual Investment Options

  • Retirement Planning — Helping you design an investment strategy in line with your current and future goals.
  • Qualified Plan Rollovers — Helping you rollover your qualified plans.
  • Retirement Income Planning — Helping you meet your income needs in retirement.
  • Estate Planning — For preservation of wealth from generation to generation.
  • Investment Portfolio Analysis — Keep you informed of how your investments are performing and when adjustments should be made if needed.
  • Education Planning — Set up education portfolios for your children or grandchildren for their higher education dreams.
  • Life Insurance Planning — Determine your needs and the type of life insurance that will work for your situation. Get a policy review for your current life insurance to ensure that it is performing as expected.
  • Comprehensive Look — Analyze your complete financial needs and goals.

Business Investment Options

  • Defined Contribution Plans
  • Business Succession Planning
  • Group Life Insurance & Long-Term Care Insurance
  • Employer Sponsored Retirement Plans

Service & Commitment

The service doesn't end when you select your investments. You'll get monitoring of the performance of your investments and immediate help should you have any questions or if your investment needs change.

*Securities offered through Packerland Brokerage Services, Inc., an unaffiliated entitity. Member FINRA & SIPC.

Regulated by FINRA

This communication is intended for individuals residing in the state of Wisconsin. The contents of this website do not constitute a solicitation to purchase or sell securities in other states. No offers may be made or accepted from any resident outside the specific states referenced.

Non-bank / credit union products and securities are not insured by the FDIC/NCUA or any other federal government agency, and are not a deposit of, obligation of, or guaranteed by Park City Credit Union or Park City Investment Center located at Park City Credit Union. Investments are subject to investment risk, including possible loss of principal amount invested.