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Confidence For Your Next MoveEnjoy The Life You’ve Built And The Future You’re Working Toward

Confidence For Your Next Move
Enjoy The Life You’ve Built And The Future You’re Working Toward

Whether you are navigating a 401(k) rollover, an inheritance, a business transition, or another life change, Honor Investment Services offers personalized guidance, education, and strategies built around your goals.

Guidance You Can Count On
Through Every Stage

Honor Investment Services helps clients make informed decisions with education and guidance grounded in their goals. Located at Honor Credit Union, we bring together financial planning insight, investment guidance, and a local commitment to the people and communities we serve. Whether you are planning ahead, responding to change, or simply trying to make smarter decisions with your money, we are here to help.

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Meeting You Where You Are To Help You Move Forward

Meeting You Where You Are To Help You Move Forward

We take time to understand what is changing in your life, what your money needs to support, and what questions are still unresolved. From there, we help you weigh your options, make informed decisions, and build a strategy that can adapt as your life, goals, and priorities evolve.

For Advisors Who Want To Build More Than A Book Of Business

For Advisors Who Want To Build More Than A Book Of Business

Honor Investment Services is looking for advisors who believe in doing what is best for the client, building trust over time, and being a meaningful part of the community they serve. This is an opportunity to join a collaborative, growth-minded team with the backing of Cetera. For advisors who want to build deep relationships and make an impact, this is a place to do the work.

Connect Today’s Decision To Your Bigger Financial Picture

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Our Comprehensive Solutions

Our services are designed to help you make informed choices and build a stronger financial foundation over time.

Individual & Family Services

From early planning opportunities to more complex life transitions, we help individuals and families organize their financial lives and make informed decisions with greater confidence. Our role is to help you stay focused on what matters most.


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Business Services

We help you think more strategically about the financial decisions connected to growth, transition, and long-term success. Our guidance is designed to support both the business itself and the broader goals of the people leading it.


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Our Curated Resources

Our resources are here to help you better understand the opportunities, challenges, and decisions that come with investing, planning, and preparing for the future. Explore practical content designed to make financial topics more approachable.

Federal Capital Gains Tax Estimator

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.
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When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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Smart Retirement Habits for Retirement Success and Security

Smart Retirement Habits for Retirement Success and Security

Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.
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IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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