Wealth by Choice

Schedule a Free Consultation

You deserve the future you want. We can help you plan for it. 

Whether you are seeking to safeguard your family, grow your assets, or plan for retirement, Wealth by Choice and a team of experienced financial advisors is ready to help build your plan for your financial legacy.

Wealth by Choice offers personalized and comprehensive investment, retirement and insurance services through the Principal® Financial Network of Central Iowa. The West Des Moines-based Principal Financial Network of Central Iowa is part of the nationwide affiliated group of financial professionals who work with Principal Financial Group®. These financial professionals help individuals, businesses and their employees build, protect and advance their financial well-being.

Principal

With Wealth by Choice, you’ll get the dedicated financial planning services and on-site availability you’d expect from Community Choice along with the tailored advice and solutions offered by Principal Financial Network of Central Iowa.

Financial planning services offered through Wealth by Choice include:

For individuals:

  • Retirement Income Planning
  • Wealth Management Strategies
  • Legacy & Estate Planning
  • Life and Disability Insurance
  • Fixed and Variable Annuities
  • Long-Term Care
  • College Planning

For businesses:

  • Employee Benefits
  • Key Employee Retention
  • Business Protection and Succession
Products offered by Principal Securities®
  • Are not deposits
  • Are not insured by the NCUA or any federal government agency
  • Are not guaranteed by Community Choice Credit Union
  • May go down in value
  • Involve investment risk

Securities and advisory services are offered through Principal Securities, Inc, member SIPC., a registered investment advisor and broker-dealer registered with the U.S. Securities and Exchange Commission. Insurance products are offered through Principal National Life Insurance Company (except NY) and Principal Life Insurance Company®. Referenced companies are members of the Principal Financial Group®, Des Moines, IA.

Registered representatives of Principal Securities, Inc. are not employees of Community Choice Credit Union. Community Choice Credit Union is not registered as a broker-dealer or investment advisor. These products and services are being offered through Principal or its affiliates, which are separate entities from, and not affiliates of, Community Choice Credit Union.

Principal Securities Registered Representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
This endorsement is provided by Community Choice Credit Union (“Promoter”), who is not a current client or investor of Principal Securities, Inc. Promoter receives a percentage of compensation in return for their endorsement if you become a client of Principal Securities, Inc. Promoter will receive up to 25% of gross compensation. Promoter’s receipt of cash compensation creates an incentive for the Promoter to refer you to Principal Securities® rather than other investment advisers with which it does not have a similar referral agreement, resulting in a conflict of interest for the Promoter.