Investments
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
- Traditional and Roth IRAs
- Traditional IRAs (Amended 04/2020, download PDF)
- Roth IRAs (Amended 04/2020, download PDF)
- Transfers, Rollovers, and Conversions
- IRA and Retirement Plan Distributions
- Inherited IRAs (Amended 04/2020, download PDFs for Traditional and Roth)
- Coverdell ESAs
- Retirement Plans
- SEP, SIMPLE IRA, and Individual(k) Plans
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 cunabrokerage.com.
For more personalized attention, schedule a no-cost, no-obligation review with a SCU Financial professional.
Services
- 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.
Sean Campbell
800-868-8740 ext. 8434
Financial professional Sean Campbell has more than 25 years of experience in the industry.
Matt Brookshire
800-868-8740 ext. 5406
Financial professional Matt Brookshire has over 15 years of experience in the industry.
*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.
