Financial and Investment Planning Services for All Seasons of Life
Brought to You by the MEMBERS Financial Services* Program Located at Sandia Laboratory Federal Credit Union
The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Are you doing all you can to grow your money wisely and plan for the future? SLFCU members can take advantage of our collaboration with MEMBERS Financial Services. Their financial professionals can help you strategize ways to make your hard-earned money work harder for you, no matter your current season of life.
Which of these scenarios applies to you? (It could be more than one!)
- You need to plan for big expenses such as a house, college tuition, or long-term care.
- You're thinking about investing but feel you don't have enough money right now or are overwhelmed by all the options.
- You want to build your retirement nest egg or an emergency fund.
- You want to plan for your own or a loved one's estate or trust.
The financial professionals at MEMBERS Financial Services are ready to help you achieve your financial goals and answer any questions you may have. Meet the team.
Check the background of your investment professional on FINRA's BrokerCheck.
GETTING STARTED IS EASY.
Set up a complimentary, no-obligation, no-judgment appointment at an SLFCU branch, via Webex®, or by phone. Your financial future is waiting!
- Use our handy online appointment request form.
- If your closest SLFCU branch is Cottonwood, Jefferson, Juan Tabo, Los Lunas, or Rio Rancho: call 505.237.3930 for an appointment.
- If your closest SLFCU branch is Edgewood, Kirtland, Paseo, Tech Park, or Livermore: call 505.237.7330 for an appointment.
MEMBERS Financial can help you determine strategies for:
Financial planning offers a comprehensive evaluation of your current and future financial state, whether you’re in college, building a family, ready to retire, or retired now.
A financial professional can discuss your unique situation to help you make informed decisions and manage your investments with ease – no matter what season of life you’re in.
Educational planning is the process of financially preparing for post-secondary education. A financial professional can help you create an educational plan that will provide a map of your, or your children’s, future education and career goals.
Get help determining retirement income goals and the actions and decisions necessary to achieve those goals, including identifying income sources, estimating expenses, implementing a savings program, and managing assets. Learn more.
TRUST & ESTATE PLANNING**
A financial professional can help guide you, answer questions on estate conservation, discuss the purpose of a trust, and identify ramifications of carrying out your wishes.
*MEMBERS Financial Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3374744.1-1220-0123
**Representative is neither a tax advisor nor an attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, please consult your attorney.Go to main navigation