Financial Planning :: MEMBERS Financial Services :: Investment/Insurance

blank

General Financial Planning

Realizing your financial goals and determining solutions to reach those goals can be a challenge.

You may be trying to:

Build net worth.
Plan for college funding costs.
Handle a rollover from an IRA, 401(k), or 403(b) account.
Uncover post-retirement income solutions.
Reduce your tax load.
Handle estate conservation or inheritance issues.
Protect your family and financial future from health care issues, disability or even death.

MEMBERS Financial Services representatives at Ascend can help you identify your major financial objectives and recommend solutions to help you achieve financial security. Or, if you already have a financial plan in place, getting a second opinion on your financial situation is always a good idea. The program works in cooperation with the credit union and offers an objective point of view to help you reach your goals.

MEMFS professionals are located inside Ascend’s financial centers. To make an appointment, simply call toll-free 800-342-3086, extension 1307 or 7388.

You can also access a wealth of information from MEMFS by clicking here.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CBSI is a registered broker/dealer in all fifty states of the United States of America.

FR101014-AD86