Investment Center

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Financial Strategies

The more things change, the more they remain the same. Nowhere is this more relevant than is how you manage your personal finances. The fundamentals of sound financial planning haven't changed. If anything, the basics have become even more important in these uncertain times.

What are the elements of sound planning for your personal finances? There are really only six actions every individual or family should take with them in the new millennium:

Save regularly (automatically is even better)
Invest some of your savings thoughtfully for the long-term
Use a separate portion of your savings to build a safety net to get you through unexpected or trying times. (at least 6 months' income)
Limit the amount of debt you take on in proportion to your monthly income.
Prepare and follow a budget
Find and use a trusted financial advisor - your credit union

Your credit union is proud to announce a new service, the Member's Financial Services (MFS). We can help you with Retirement , Investment, Insurance, and Estate Planning. We can also help you with Education Funding, Pension Rollovers, IRAs, Long-Term Care Insurance, and Mutual Funds. Call us at 800-324-9008.

What is the Member's Financial Network?

The Member's Financial Network (MFN) is just one of the many quality services available through your credit union to help our members achieve their personal financial objectives. Consultations are available at absolutely no charge or obligation.

What Services Does the Member's Financial Network Provide?

Depending on each member's needs, the Member's Financial Network Representative can:

Assist you in determining your financial goals.
Review your current savings and investment programs.
Analyze your present tax situation.
Assist you in estate planning.
Provide you with thorough, thoughtful investment services*.
Provide you with guidance in the selection of quality investments*.
Implement your investment* decision.
Periodically review your financial goals and investments*.

What Products Does the Member's Financial Network Offer?

Investment Products*

Variable Life Insurance
Variable Annuities
Growth Funds
Income Funds
Money Market Funds
Tax Exempt Funds
International Funds

Retirement Plans

IRA/SEP
401(K)
Pension & Profit Sharing
403(b) and 501 (c)(3)
Personal Retirement Plans

Insurance

Life Insurance
Long Term Care Programs
Disability Income Insurance
Fixed Annuities

How Do I Contact a Member's Financial Network Representative?

To set up your complimentary consultation, please call 800-324-9008 or e-mail us.

We look forward to helping you achieve your personal financial objectives!

*Investment products offered by the Member's Financial Network are not insured by the NCUA.