Investments and Retirement

Seattle Credit Union has partnered with Member Wealth Management to offer investment services to our members.

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. Member Wealth Management can work closely with 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)
  • Securities Brokerage Services
  • 401 (k) and Other Retirement Plans

Insurance Services Include: 

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

 

Start your future, today!

DISCLOSURES

Securities, Investment Advisory, and Financial Planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC: 222 Central Park Ave, Ste 1100, Virginia Beach, VA 23462.

 

Member Wealth Management and Seattle Credit Union are not a subsidiary or affiliate of MML Investors Services, LLC and their affiliated companies.

 

Not NCUA Insured, Not Credit Union Guaranteed, May Lose Value