Investments, Insurance & 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 IRA’s
- 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 BRET KERNS today at 540.746.1376 or email@example.com to schedule an appointment.
Insurance and investment products are not products of the Credit Union and are not obligations of the Credit Union. 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