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Wealth Management

Financial Advice & Investment Services

Navigate to a bright financial future.

Staying on top of your finances is a marathon. We know that keeping up with financial plans can be a challenge on top of what’s going on in your everyday life.

We’re here to help!

USACU through Michael Volk of KMS Financial Services, Inc. is offering investment services and financial planning to our members.

Get started with a no-obligation consultation to:

  • Save for retirement
  • Review your insurance policies
  • Create income strategies
  • Save for special occasions (wedding, vacation, etc)
  • Gain confidence in your investment choices
  • Create a legacy for family and charity
  • Learn about tax efficient investing

Connect with Michael Volk

Phone: 503.447.6856
Email: michael@lionfa.com

About Michael

Michael Volk has served individuals, families, and business owners since 1999. He believes that good financial advice starts with assessing one’s history, beliefs, and attitudes about decisions involving money. Michael works in partnership with you step by step to identify your goals, analyze your current financial situation, design a financial plan and guide you in a thorough manner. Michael is adept to educate individuals about financial concepts and strategies. He also has the resources to provide solutions that are appropriate for you, taking into account your goals, risk tolerance, and time horizon.

Michael specializes in:

  • Asset management
  • Asset allocation
  • Retirement plan evaluation and counseling
  • Pre-retirement planning
  • Retirement income strategies
  • Long-term care strategies
  • Insurance evaluation

Securities and advisory services offered through KMS Financial Services, Inc. Member FINRA/SIPC. Investments Are: NOT NCUA/FDIC INSURED, NO CREDIT UNION GUARANTEE, MAY LOSE VALUE.