| MEMBERS
Financial Services
MEMBERS
Financial Services is a no cost financial management service
that is available at First Community Credit Union. It helps members
organize their financial affairs and plan for the future. Its major
objective is to show members how to use their financial capabilities
to maximum advantage in achieving their financial goals.
A full-time MemFS representative in the MemFS center is located
at the credit union and is available to meet with you to take a
logical and educational approach to providing you with ongoing financial
investment service.
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 (i.e. mutual funds, IRAs, tax-deferred annuities and
other products) depending on your personal goals.
Managing Accumulations. Timely,
effective management of accumulations including recommendations
on taxes, transfers of assets and estate planning are essential
to the goal of lifetime financial security.
Whether you are already retired,
getting ready to do so or have not yet begun to consider retirement,
our representatives can design a program suited to your personal
needs. Call one of our representatives at 281.856.5550 and schedule
your appointment today.
Representatives are registered,
securities are sold, and investment advisory services offered through
CUNA Brokerage Ser-vices, 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 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.
1385-P1757R (0902) |
