Advantage Plus Service Group
Your financial protection, all in one place.
Through Advantage Plus Service Group, you get access to a full suite of insurance, tax, and financial planning services. These are all designed with the same member-first approach you expect from your credit union. Our local professionals work with trusted carriers to find you maximum protection at minimal cost.
What We Offer
We bring together everything you need to protect what matters most:
Insurance Services
Auto, home, business, and more - customized to fit your life.
Tax & Accounting
Resources, forms, and professional guidance to keep you on track.
Retirement Planning
Tools and strategies to build the future you deserve.
Estate Planning
Protect your legacy and ensure your wishes are honored.
Investment Services
Put your money to work with confidence.
Insurance Services
Protection that Fits Your Life and Budget.
Just like all of our credit union services, our insurance offerings are designed to bring you maximum benefit at minimal cost. Our local professionals customize plans according to your needs, working with multiple carriers to find you the right coverage at the right price.
Auto Insurance
Drive with confidence.
Auto policies are built to fit you and your needs. With access to multiple insurance carriers, we help you find the right protection at the right price.
Available discounts include:
Good driver
Good student
Safe Car
Group Member
Home Insurance
Protect Your Most Valuable Asset.
For most people, the home is the biggest investment. Make sure it’s protected the way it should be.
Coverage options include:
- Homeowners – rebuild coverage and the right deductible for your situation.
- Flood – separate from standard policies; learn about the National Flood Insurance Program.
- Personal Property – protect electronics, furniture, and everything inside.
- Umbrella – extra liability coverage when accidents lead to lawsuits.
- Rental Property – special coverage for landlords beyond standard homeowner policies.
- Renters – your landlord’s policy doesn’t cover your belongings - this one does.
Business Insurance
Coverage as unique as your business.
The world of business insurance is vast. Whether you’re a sole proprietor or managing a growing team, we’ve got you covered.
More Insurance Options
Fill in the gaps.
- Life Insurance (term and permanent)
- Health Insurance (group and individual)
- Disability Insurance
- Long-Term Care Insurance
- Dental and Vision Plans
- Annuities (fixed and variable)
- Group Benefit Plans
- AFLAC Supplemental Insurance
Tax & Accounting Services
Stay ahead of tax season.
Tax season doesn’t have to be stressful. We provide the resources you need to stay organized and compliant year-round.
| Tax Calendar | 2026 Important Deadlines |
|---|---|
| January 15, 2026 |
|
| April 15, 2026 |
|
| June 15, 2026 |
|
| September 15, 2026 |
|
| October 15, 2026 |
|
Disclaimer: Tax deadlines falling on weekends or holidays move to the next business day.
Check the IRS website for adjusted deadlines.
https://www.irs.gov/pub/irs-pdf/p509.pdf
Tax Forms
View the forms you need.
| Form | Description | Link to Form | Instructions |
|---|---|---|---|
| 1040/1040-SR | U.S. Individual Income Tax Return | 1040/1040-SR Form | Instructions |
| 1040-ES | Estimated Payments | 1040-ES Form | Instructions |
| W-4/W-9 | Withholding & ID | W-4/W-9 Form | Instructions |
| 1099-NEC | Contractor Income | 1099-NEC Form | Instructions |
| Schedule C/SE | Self-Employement | Schedule C/SE Form | Instructions |
| 4868 | Extension Request | 4868 Form | Instructions |
1040/1040-SR
U.S. Individual Income Tax Return
1040/1040-SR Form
Instructions
1040-ES
Estimated Payments
1040-ES Form
Instructions
W-4/W-9
Withholding & ID
W-4/W-9 Form
Instructions
1099-NEC
Contractor Income
1099-NEC Form
Instructions
Schedule C/SE
Self-Employement
Schedule C/SE Form
Instructions
4868
Extension Request
4868 Form
Instructions
Disclaimer: This information is not intended as tax or legal advice. Consult a tax professional for guidance specific to your situation.
What You Need to Qualify for a Home Loan
Thinking about a mortgage, construction loan, or home equity line of credit? Here’s what you’ll need to qualify, depending on the type of loan you need:
Retirement Planning
Where will your retirement money come from? For most, it’s a mix of qualified retirement plans, Social Security, personal savings, and investments. We can help you take a close look at your potential income sources and create a strategy that works.
Estate Planning
Effective estate management lets you control your affairs during your lifetime and direct the distribution of your wealth after. A solid estate strategy can also outline your healthcare wishes and designate someone to manage your finances if you are unable to.
Investment Services
Investing should be simple – buy low, sell high - -but it’s rarely that easy. We help you build a portfolio that reflects your risk tolerance, time horizon, and goals, so you can avoid common pitfalls and invest with confidence.
Ready to Get Started?
Get a quote today and see how Advantage Plus Service Group can help you, your family, and your business.
Have Questions?
We’re here to help.