Smart Decisions
for the Years Ahead
Retirement Guidance From People Who Know the Territory
We work with pre-retirees and retirees across Nevada to bring clarity and direction to the financial choices that shape retirement. Part of One Nevada Credit Union, we've been doing this work since 2002.
What We Do Bringing It All Together
For most people, the years leading up to retirement come with more questions than answers. Knowing whether your savings will last, what to do with your 401(k), or how to coordinate all your income sources isn't always obvious, and the stakes are too high to leave to guesswork. We work with members to get a complete picture of where they stand today and develop a realistic, step-by-step path to the retirement they're working toward.
Who We Help A Focused Practice for a Specific Season of Life
Most of the people we work with are One Nevada Credit Union members who are approaching or have recently entered retirement. Whoever you are, we meet you where you are.
Pre-Retirees
People in the final stretch of their working years who want a clear income and investment plan in place before retirement day arrives.
Newly Retired
Those who have recently left the workforce and need a reliable income strategy that protects what they've built and holds up over time.
Families
Households planning together for shared financial goals, with long-term security and retirement at the center of the conversation.
How We Help One Place for Everything You Need
Rather than piecing together guidance from multiple sources, we bring your financial planning needs together in one place, right here within One Nevada Credit Union. The services below represent the areas where we work most closely with our clients.
Retirement
Income Planning
Coordinating your income sources, including Social Security, IRAs, and 401(k) rollovers, into one cohesive retirement strategy.
Financial
Planning
A comprehensive look at your financial life, from cash flow and goal-setting to a full retirement readiness assessment.
Investment
Strategies
Building and managing a portfolio that reflects your stage of life, your goals, and your comfort with risk.
Who We Are Part of the One
Nevada Family Since 2002
One Nevada Investment Services has operated within One Nevada Credit Union for more than two decades, serving members who want to keep their financial lives in one trusted place. We're proud of the long-standing relationships we've built along the way, and we're always glad to welcome new ones.
Our Process How We Work With You
Step 1: Getting to Know You
We start with a real conversation about your life, your goals, and where you currently stand financially.
Step 2: Building Your Strategy
From that foundation, we develop a personalized plan with clear, realistic steps toward the retirement you're aiming for.
Step 3: Staying With You
We review your plan regularly and adjust it as your circumstances, needs, and the broader financial landscape evolve.
How Much Do You Know About Investing?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."
Resources latest Insights
The Five Basics of Financial Literacy
Pullbacks, Corrections, and Bear Markets
Is a SEP-IRA Right for Your Business?
Contact Us Let's Start the Conversation
If you've been thinking about retirement and aren't quite sure where to start, sitting down with someone who does this every day is a good first move. Reach out today, and we'll find a time to talk.