When it comes to planning for your future and dealing with everything from college planning, retirement planning or even estate strategies, it can help to have someone who's experienced and knowledgeable to assist you along the way. The Member Wealth Management team works closely with our members to provide them with strategies that help with their unique situations.

Member Wealth Management services include:

  • Retirement and income strategies 
  • Investment analysis and portfolio allocation 
  • Wealth transfer and estate planning strategies 

Investment services include:

  • Mutual funds 
  • Fixed and variable annuities 
  • Traditional and Roth IRAs 
  • 529 College Savings plans 
  • Individual stocks and bonds 
  • 401(k) and other retirement plans 

Insurance services include:

  • Life insurance 
  • Disability Income Insurance 
  • Long Term Care Insurance