Investment & Retirement Products
Brought to You by the MEMBERS Financial Services* Program Located at Sandia Laboratory Federal Credit Union
SLFCU members can take advantage of personal financial management services through our collaboration with MEMBERS Financial Services.
The financial professionals at MEMBERS Financial Services are ready to help you pursue your financial goals and answer any questions you may have. Meet the team.
Contact MEMBERS Financial Services for a no-cost, no-obligation, no-judgment appointment at an SLFCU branch:
- 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.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
The financial professionals at MEMBERS Financial can help you determine investment and retirement strategies, including:
401(k) PENSION ROLLOVER SERVICES
A rollover occurs when moving funds from a former employer's plan. A financial professional can help guide and facilitate the transfer of holdings from one retirement plan to another and discuss the pros and cons of the options available.**
There are several types of IRAs: Traditional IRAs, Roth IRAs, SIMPLE IRAs, and SEP IRAs. They can include a range of financial products such as stocks, bonds or mutual funds. A financial professional can help you determine which type of IRA is right for you, and can help open and manage IRA accounts.
STOCKS, BONDS & MUTUAL FUNDS
A financial professional can help you understand the nuances and benefits of stocks, bonds, and mutual funds, and can help you build a diverse investment portfolio that meets your needs.
An annuity can provide tax-deferred growth, then pay out a stream of payments at a later point in time. A financial professional can assist you in creating and maintaining annuities while going over a range of benefits to transfer risk, including living and death benefits.
LONG-TERM CARE & LIFE INSURANCE
Financial professionals can help you acquire coverage for nursing home care, home health care, or personal or adult day care. Long-term care insurance offers more flexibility and options than many public assistance programs.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sandia Laboratory Federal Credit Union and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of Sandia Laboratory Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sandia Laboratory Federal Credit Union or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||Not Credit Union Guaranteed||Not Credit Union Deposits or Obligations||May Lose Value|
The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states: NM, CA.
SLFCU (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
**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.
1-05358347Go to main navigation