Investment & Financial Planning Services
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Investments & Financial Planning
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 plans (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
For more information about Member Wealth Management, please call Josh Rockwell today at (757) 286-9552 or email at jrockwell@financialguide.com to schedule an appointment.
Products and Services are: NOT A CREDIT UNION DEPOSIT; NOT NCUA INSURED; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY; NOT GUARANTEED BY THE CREDIT UNION; MAY GO DOWN IN VALUE
Securities, Investment Advisory and Financial Planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC: 222 Central Park Ave Suite 1100 Virginia Beach VA 23462 (757) 490-9041. Member Wealth Management and the Credit Unions are not a subsidiary or affiliate of MML Investors Services, LLC and affiliated companies. CRN202104-246823
States licensed to sell insurance: DC, DE, GA, MD, NC, NJ, OH, RI, TX, UT, VA, WA
States licensed to sell securities: DC, DE, GA, MD, NC, NJ, OH, RI, TX, UT, VA, WA