MEMBERS Financial Network
Click here to go to the MEMBERS Financial Network Page Creating Opportunities for Your Financial Gain
Do you have someone working for you?
We have one objective: to help you reach your financial goals. We're here to help you make sound financial decisions consistent with your risk tolerance, investment time-lines, and goals.
We can help you:
- Plan your investments and estate
- Retire more comfortably
- Protect your assets and your financial future
- Fund your children's education
- Plan a rollover from your company retirement plan
Our approach and techniques can help you invest conservatively with a design to reduce risk and increase your overall returns. We are in the business of meeting your individual financial needs while providing total wealth management.
Basic Financial Management Components
- Protection - The foundation for supporting and preserving your finances.
- Accumulation - The strength and potential for increasing your assets.
- Management - The plans for maintaining and expanding your finances.
Many tools may be used to help you meet your financial goals. Some of them include:
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-CD's -Stocks -Bonds -Mutual Funds -Portfolio Analysis |
-Money Markets -Annuities -Insurance -Managed Advisory Portfolios -Rollover IRA's |
| -More… | |
How can we help you? Click here to tell us how.
Stop by or call today for an appointment to discuss your personal financial needs and help you down the road to financial success.
281.422.3611 or
800.238.3228
Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 866.512.6109. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Nondeposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.
1436-P1204F4 (0202)