Retirement Planning

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.


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.

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Investment Services for Business

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


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

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

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


Plan today for the future you envision. Our advisors work together to develop a specific investment program personalized for you.

Together, we will:

Identify and establish financial goals/objectives

Implement an individualized financial program

Monitor your portfolio’s performance



SPIRE offers financial services to help you pursue your goals.

  • Products
  • Mutual Funds
  • Stocks and Bonds
  • Insurance Products
  • Tax-efficient Investments*
  • IRAs, SEPs, 403(b), 401(k),
  • SIMPLE Accounts
  • Trusts (in conjunction with your legal counsel)
  • Services
  • Retirement Planning
  • Financial Planning
  • College Fund Planning
  • Estate Planning Strategies
  • Brokerage
  • Business Programs

Complimentary financial review

Each SPIRE member receives a complimentary financial review as one of the many SPIRE member benefits.
Become a SPIRE Member

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

Driven by


Founded in 1934, SPIRE upholds the values of honesty, integrity and hard work. We strive to make it easy to do business with us and truly care about our members.

Need more info? Call Us.

We are here to improve lives.

651.215.3500 or 888.34.SPIRE
email SPIRE

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