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

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Retirement Planning

You may be approaching (or already in) the greatest years of your life: the retirement years. But the traditional notion of retirement is changing. Consider that just under three-quarter of today’s workers expect to work for pay while in retirement*. But, instead of working because they have to, they may be working because they want to. Retirement is now a time of freedom…a time to pursue the interests, hobbies and occupations of your dreams.

MEMBERS Financial Services has been designed to help you achieve the retirement years of your dreams. We listen carefully to what you want out of life in retirement, and then help you craft a financial roadmap to make it happen. Our planning process can help you whether you’re still 20 years away from retirement, just a few years away, or already living in retirement.

If you’re looking for help with just one specific financial issue today or you’re looking for a trusted source to create a full financial retirement roadmap looking at all your needs, we can help you:

Create a retirement income plan you cannot outlive
Roll over your 401(k)/pension plan if you've changed jobs
Manage your investments
Decide the appropriate life insurance and long-term care insurance for you
Choose pension options
Manager your IRA withdrawals

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.

*2009 Retirement Confidence Survey, Employee Benefit Research Institute

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) 369-2862. 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