Western Division More Than You Expect
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Financial Planning
Investments & Financial Planning

Through our affiliation with the Members Advisory Group LLC, we can assist you in achieving financial independence by providing these services to help you reach your financial goals.

Retirement Planning

A financial consultant will assist you in developing a plan that will serve as your road map toward financial independence….at no cost to members.

You will be assisted with the transition of your benefits between employers and with your rollover accounts.

Personalized asset allocation recommendations will integrate all of your investment accounts, including company 401(k) and 403(b) plans.

We provide these financial services through

Members Advisory Group, LLC

Education Planning

Saving for college is easier than ever. With a 529 Savings Plan or Coverdell Education Savings Account, you gain significant tax advantages.

We provide these financial services through

Members Advisory Group, LLC

Advisory Services

We provide these financial services through

Members Advisory Group, LLC

Your savings are federally insured to at least $250,000 and backed by the full faith and credit of the United States Government National Credit Union Administration, a U.S. Government Agency.