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:

For a printable version of our certificate, IRA and Money Management Account rates, click here (49.6 KB PDF).


Retirement Central  

Schedule an Investment Planning Review

If your investments need more personalized attention, you may schedule a no-cost, no-obligation review with one of our Financial Advisors, Sean Campbell or James Robinson, who have combined experience of over 31 years.

How to reach our Financial Advisors

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

Sean Campbell

Sean Campbell, ext. 8434
Midlands and Low Country

James Robinson

James Robinson, ext. 5406 
Upstate

Check the background of these investment professionals on FINRA BrokerCheck.

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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:

Working with a Financial Advisor
(367 KB PDF)

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Trust services available through MEMBERS Trust Company. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.  CBSI is a registered broker-dealer in all fifty states of the United States of America.  FR-1659150.1-1216-0119