Free Financial Planning
There are many important financial decisions that must be made throughout someone’s life, so we have partnered with MEMBERS Financial Services to help you with all your financial needs. Whether you are newly married, a parent planning for your child’s education, planning for retirement or just facing an unexpected job change, Financial Professional, Greg Norman, can help you reach your financial goals.
Our MEMBERS Financial Services 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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Greg Norman, our Financial Professional can assist you with:
- Money Management – Estate Conservation Management
- Insurance Planning – Investment Planning
- 401(k) Planning – Business Planning
- Retirement Planning – Education Funding
Check the background of this investment professional on FINRA’s BrokerCheck.
If you don’t have the time or expertise to create a practical financial plan yourself, call 323.859.2250, Ext. 243. It’s your first step on the road to financial fitness.
Investments are not NCUSIF/NCUA Insured
May lose value
No credit union guarantee
MEMBERS Financial Service 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.