Retirement & Investment Services

Plan today for the future you envision.

Our advisors will work with you to develop a specific investment program personalized for you.

  • Identify and establish financial goals/objectives
  • Implement an individualized financial program
  • Monitor your portfolio’s performance


  • Mutual Funds
  • Stocks & Bonds
  • Insurance Products
  • Tax-efficient Investments*
  • IRAs, SEPs, 403(b), 401(k)
  • SIMPLE Accounts
  • Trusts (in conjunction with your legal counsel)


  • Retirement Planning
  • Financial Planning
  • College Fund Planning
  • Estate Planning Strategies
  • Brokerage
  • Business Programs

Complimentary Financial Review

SPIRE members are eligible to receive a complimentary financial review as one of the many SPIRE member benefits.
Meet with a SPIRE representative today to create a plan to meet your financial goals.

Invest in Your Future

Retirement Planning

calendar icon
Retirement should be about enjoying yourself, not worrying about your retirement plan. Let us provide you the guidance and support to obtain your retirement goals.

Investment Planning

grow icon
Investing means different things to different people at each stage in life. Let us help you create the future you envision for yourself and your family.

Business Investment

graph icon
Let the experience of our advisors help you set goals and provide a plan for the future of your business.


strategy icon
If part of your retirement plan involves a 401k, we can navigate an investment strategy. We can also help with rollovers if you have changed employers.

College Planning

student icon
It is never too early to start planning for your child’s education. Our team can create a plan to maximize your savings for your family’s future.

Life Insurance

umbrella icon
Life insurance can provide your family the peace of mind and security when it is needed most.

Take the Next Step

Talk with your advisor today! Your advisor can meet with you in person at a SPIRE branch or over the phone to help design the best plan for you and your goals.

Contact us at 651.641.2298 or
Book an Appointment

Check the background of our investment representatives on FINRA's BrokerCheck.


Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. SPIRE Retirement & Investment Services is a trade name of SPIRE Credit Union. Infinex and SPIRE Credit Union are not affiliated. Products and services made available through Infinex are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.

Securities licensed in: MN and WI
Insurance licensed in: MN and WI
Advisory licensed in: MN and WI

Scroll to the top