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Investment Services

Brought to you by the MEMBERS Financial Services program located at Sandia Laboratory Federal Credit Union

SLFCU Investment Services

A MEMBERS Financial Services advisor located at SLFCU can help you achieve your financial goals by providing additional information about these investment and retirement products. They can assist you with any questions you may have.

Call 505.293.0500 or 800.947.5328 x3930 for a no-cost, no-obligation appointment. Or, contact an advisor online.

To learn more about the background of your financial advisor and the firm they work for, visit BrokerCheck by FINRA.


FINANCIAL PLANNING

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.


RETIREMENT PLANNING

Get help determining retirement income goals and the actions and decisions necessary to achieve those goals, including identifying sources of income, estimating expenses, implementing a savings program, and managing assets.


COLLEGE PLANNING

Educational planning is the process of financially preparing for post-secondary education. An advisor can help you create an educational plan that will provide a map of you or your children’s future education and career goals.


TRUST & ESTATE CONSERVATION*

An advisor can help guide you and answer questions on estate conservation, and discuss the purpose of a trust and ramifications of carrying out your wishes.


Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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-1718863.1-0217-0319

*Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, please consult your attorney.

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