Helping you leave a lasting legacy

Comprehensive estate planning strives to give you confidence that your family will be well cared for in the event of your passing. Our financial consultants take a clear and personalized approach to help coordinate income protection strategies, beneficiary planning and tax strategies — including considerations for retirement tax planning . Working alongside your attorney and tax professional, we can help create a coordinated strategy designed to preserve and transfer wealth according to your wishes. 

Whether you're preparing for retirement, updating beneficiaries, caring for aging parents or planning for future generations, we're here to help guide the conversation. 

Contact a wealth advisor
I had a great experience as a first-time credit union customer. Staff was very helpful, informative and friendly. And I ended up with much more than just a place to deposit my cash! Thanks for much. Sincerely
Nur - Eugene, Ore

Is your estate ready to pass to your heirs?

Our wealth advisors13 begin by listening to understand your family, financial situation, and long-term goals. By learning what matters most to you, we can create personalized wealth management strategies designed to help you achieve your vision for the future.

We can help you evaluate:

  • Beneficiary designations for retirement accounts, insurance policies and other assets 
  • Wills, trusts and strategies for transferring wealth 
  • Ways to help simplify asset distribution for your heirs 
  • Income protection and life insurance considerations 
  • Long-term care planning needs 
  • Tax-efficient wealth transfer strategies 
  • Charitable giving and legacy planning opportunities 
  • Regular estate plan reviews as life circumstances change 
Decorative image for OCCU Estate Planning

Connect with a wealth management advisor

Every family has a unique story and a unique vision for the future. Connect with one of our wealth management advisors to review your estate plan and evaluate your legacy planning goals, retirement tax planning and insurance needs, including life and long-term care. Together, we'll help you protect what you've built and create a legacy that reflects your values.

Schedule your call today

Have questions?

Want to learn more about our estate planning options? Let's connect!

Contact a wealth advisor

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

13Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers. OCCU Wealth Management, Oregon Community Credit Union, PFG Advisors, LLC, and United Planners Financial Services. are separately owned entities and are not affiliated companies. United Planners Financial Services and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.

CLICK HERE FOR A COPY OF PFG ADVISORS’ RELATIONSHIP SUMMARY (FORM CRS).

CLICK HERE FOR A COPY OF UNITED PLANNERS FINANCIAL SERVICES’S RELATIONSHIP SUMMARY (FORM CRS).

Free and simple tools are available for research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.

Not NCUA Insured • No Credit Union Guarantee • May Lose Value

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly
registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction, or from every person listed.


Registered Branch Office: 2890 Willamette Street, Eugene, OR 97405
Phone: 541-681-6947

Advisors are registered to conduct securities business in:

  • Christian Beck - AK, AZ, CA, CO, MA, MO, MT, OR, WA
  • Julian Gottshall - CO, FL, MN, OR
  • John Griffith - AZ, CA, NV, NJ, OR, TX, WA
  • Michael Tomscha - OR, TX, WA

This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. Insurance-related services may not be provided to individuals residing in any states other than AK, AZ, CA, CO, HI, ID, IL, IA, MI, MN, NC, OK, OR, SD, TN, TX, UT, WA, WY, DC.


A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.