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Investment & Retirement Products

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

SLFCU Investment & Retirement ProductsSLFCU members can take advantage of personal financial management services through our collaboration with MEMBERS Financial Services.

Contact MEMBERS Financial Services for a no-cost, no-obligation appointment at an SLFCU branch, or contact an advisor online.

  • Juan Tabo, Jefferson, Cottonwood, Paseo, Rio Rancho, or Los Lunas branches: Call 505.237.3930
  • Edgewood, Kirtland, Tech Park, or Livermore branches: Call 505.237.7330

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

The professional advisors at MEMBERS Financial can help you determine investment and retirement strategies, including:


401(k) PENSION ROLLOVERS

A rollover occurs when moving funds from a former employer's plan. An advisor 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.**


IRA INVESTMENTS

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. An advisor can help you determine which type of IRA is right for you, and can help open and manage IRA accounts.


STOCKS, BONDS & MUTUAL FUNDS

An advisor 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.


ANNUITIES

An annuity can provide tax-deferred growth, then pay out a stream of payments at a later point in time. An advisor 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

Advisors 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 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-2713558.1-0919-1021

** Prior to requesting a rollover from your employer-sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options, and other important aspects between your employer-sponsored retirement account and an IRA. MEMBERS Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc.

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