MEMBERS Financial Services
Take charge of your future with MEMBERS Financial Services*, personal financial management services:
- Retirement Planning
- Retirement Investments
- 401K and IRA rollovers
- Investing Funds for Higher Education
- Fixed and Variable Annuities
- Life Insurance
- Long-Term Care Insurance
MEMBERS Financial Services is a no cost financial management service that is located at MemberSource Credit Union. It helps members organize their investment and insurance needs and plan for the future. Its major objective is to show members how to use their financial potential to work toward their financial goals.
A MEMBERS Financial Services professional is available at several MemberSource locations and is available to meet with you to take a logical and education approach to providing you with ongoing financial investment service.
Craig A. Severin, CFP®
VP Financial Advisor
Phone: 713-244-1260 or 800-877-8828, Ext 1260
Fax: 713-621-8468
For most people, achieving and maintaining financial security is a lifetime pursuit that involves planning, preparation, performance and follow-up at all three stages in the financial lifecycle:
Protecting Assets
The first priority is protecting what you have through budgetable insurance protection plans for individual, family or business needs.
Increasing Net Worth
Next is expanding your financial resources through diversified investment programs depending on your personal goals.
Managing Accumulations
Timely, effective management of accumulations including recommendations on tax-advantaged investing**, transfers of assets and estate planning are essential to the goal of lifetime financial security.
* Representatives are registered through, securities are sold, and investment advisory services offered through, CUNA Brokerage Services, Inc. (CBSI), member NASD/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 registered broker/dealer in all fifty states of the United States of America.
** Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional.