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MEMBERS Financial Services

Helping you plan for life, our experienced professionals listen to your needs and then help you make the right financial decisions for you and your family. This means taking you from where you are now through retirement. We specialize in answering questions about retirement, 401(k), pensions and other types of retirement plans.

Whatever your need, large or small, the MEMBERS Financial Services program is here to help you with a variety of insurance and investment needs. You can count on us to do what's right for you. Please contact the MEMBERS Financial Services Representative serving Yakima Valley Credit Union members for more information and to talk to someone you can trust.

 

Retirement Income Planning
There's a Big Difference Between
Not Working and Not Worrying

A Message from the MEMBERS Financial Services Program

If you’re like most people, you concentrate on when you’ll retire. However, it’s much more important to think about how you’ll retire ... and how you’ll be able to have a steady income. A hit-or-miss plan regarding your retirement income may prevent you from experiencing the type of joyful, stress-free retirement you have worked so hard for.

Ask yourself the following questions:

“Am I financially prepared to retire?”
“How much income can I realistically expect from my savings?”
“What sources of income should I draw upon and when?”
“How do I know if my income will last? Or run out?”
“How should I handle the rollover of my 401(k) plan?”
“What about taxes, inflation, rising healthcare costs, low interest rates, and a fluctuating stock market?”

Suzi Williams, the MEMBERS Financial Services Program Representative serving the Yakima Valley Credit Union can work with you to answer these questions and build a plan for your retirement income that allows you to live without worrying about whether you’ll outlive your savings. For more information, or to arrange a personal one-on-one retirement income planning consultation, call Suzi at 972-5472.

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. No deposit 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.

CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.