Your life savings or “nest egg” may be more fragile than you think. There are many life events that can cause unexpected financial decisions and derail your financial well-being. A financial advisor can help you identify those surprises and be prepared if they occur. Luckily there are ways you can mitigate financial derailment. Engage with a financial advisor to make a plan for your future and protect your life savings. Please contact MEMBERS Financial Services today for a no- cost, no-obligation appointment.
*MEMBERS Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor which is not an affiliate of the credit union. 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. Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.