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! Visit our Retirement Central section for advice, planning tips, opening a new IRA account, managing an existing IRA account, calculator tools, and much more.

Helpful Investment Topics

Compare rates for certificate, IRA and money management accounts with our deposit rate sheet.

Investment Planning

The SCU Financial program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members.  CUNA Brokerage Services is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit

For more personalized attention, schedule a no-cost, no-obligation review with an SCU Financial professional.


  • Rollover a 401(k) or Pension
  • Plan for Retirement
  • Fund an Education
  • Invest in Mutual Funds
  • Purchase Life Insurance
  • Get Long-Term Care Insurance
  • Learn about Wealth Management

Schedule an Investment Review

Call 800-868-8740 or visit your local branch.

Our Financial Professionals

Check the background of these investment professionals on FINRA’s Brokercheck.

A smiling photo of Sean CampbellSean Campbell

800-868-8740 ext. 8434

Financial professional Sean Campbell has more than 25 years of experience in the industry.

Headshot of Matt BrookshireMatt Brookshire

800-868-8740 ext. 5406

Financial professional Matt Brookshire has over 15 years of experience in the industry.

SCU Financial: Retirement, Insurance, Investments

*SCU Financial's Financial Professionals 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-3346076.1-1120-1222.