Investment and Retirement Planning

Your Path to Growth

Ah, the age-old question: what does the crystal ball reveal for your future? Will you be gallivanting across exotic lands or catching some rays on a sandy shore? While we can't guarantee a peek into tomorrow's headlines, we sure can stack the deck in your favor. That's where investment and retirement planning comes in, ensuring your future is as bright as a tropical sunrise.

Investments + Planning by MEMBERS Financial Services

Financial and investment planning services brought to you by MEMBERS Financial located at UFCW Community Federal Credit Union.

Look ahead 5, 10, 20 years. Where do you see yourself? In a coastal beach house? Traveling more? Retirement nest eggs? School funds for the kids?

You glimpse that future, but does your financial path ahead really map to those dreams? With know-how and strategy from MEMBERS Financial Services, it can.

Together we’ll craft a plan that’s aligned to your dreams and detail concrete moves—adjusted along the way—to make them real over time.

• Custom-tailored retirement planning and investments

• 401k and IRA rollover services

• Mutual funds

• 529 College savings plan

• Fixed and variable annuities

Meet your investment strategy team:

Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and our highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:

• Wealth accumulation during your working years

• Security and independence in your retirement

• The transfer of assets in the most advantageous manner

Regardless of where you are in life, we have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It’s easy to get started. Please contact us for a no-cost, no-obligation initial consultation.

Office Phone: (570) 208-4520

Important Disclaimers

¹ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. UFCW Community Federal Credit Union and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of your local credit union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UFCW Community Federal Credit Union or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states: PA.

UFCW Community Federal Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please click here for more detailed information.

LPL Financial Form CRS