Retirement and Investment Planning
Retirement Planning
Whether you're starting to plan for retirement, getting married, saving for a child's education, or ready to retire, SCU can help! We invite you to visit our Retirement Central section for advice, planning tips, opening a new IRA account, managing an existing IRA account, calculator tools and much more!
In the meantime, here is some helpful information to review:
- Coverdell Savings Account FAQs
- Exploring Your IRA Options
- Growing Your Savings in Every Stage of Life
- Moving Into a Roth IRA
- Rolling Your Way to a Better Retirement
- Roth vs Traditional IRA
- Roth IRA Disclosure Statement Amendment
- Securing Retirement One SEP at a Time
- Traditional IRA FAQs
- Traditional IRA Disclosure Statement Amendment
For a printable version of our certificate, IRA and Money Management Account rates, click here (49.6 KB PDF).
Schedule an Investment Planning Review
If your investments need more personalized attention, you may schedule a no-cost, no-obligation review with our Financial Advisor, Sean Campbell, who has over 30 years of experience in the industry. The SCU Financial program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
How to reach our Financial Advisors
Call 800-868-8740 or visit your local branch.
Sean Campbell, ext. 8434
Check the background of these investment professionals on FINRA BrokerCheck.
Investment Planning Services
- 401(k) / Pension Rollovers
- Retirement Planning
- Education Funding
- Mutual Funds
- Life Insurance
- Long-Term Care Insurance
- Wealth Management
For more information on investment planning, review this printable brochure:
*SCU Financial advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.
FR-2652870.10719-0821