Southeast Financial Credit Union  

Home > Investments & Insurance > Financial Planning



















retirement & investment strategies seminars - FREE!

Southeast Financial Federal Credit Union Seminars can give you deeper understanding of financial issues, empower you to make better decisions on money matters and increase your self-reliance. Southeast Financial Federal Credit Union is committed to member education. Seminars are offered at no cost! So register today or learn more.


 

Trust us to guide you
through life's financial journey.

Retirement, investment and insurance services for life.

Because no one has the same lifestyle and goals, everybody's financial needs are different.  Simply contact your MEMBERS Financial Services Representative located at Southeast Financial to start planning for your financial journey today!

[Planning for life.


Tax-favored ways to save for college
Education Savings Accounts, 529 College Savings Plans, and more...

If you're faced with the rising cost of college, either now or down the road sometime, education savings accounts and 520 college savings plans offer you tax-free ways to save.  Contact your MEMBERS Financial Services Representative located at Southeast Financial for information about these plans and other ways to save for college.

[Start saving today!


Live on your own terms...
Help protect your retirement savings with Long-Term Care Insurance.

When long-term care becomes a necessity, make sure you have choices in how you receive that care - and stay in control of your finances.  For an assessment of your needs and a plan for helping you live on your own terms contact your MEMBERS Financial Services Representative located at Southeast Financial.

[Nobody can predict the future, but everybody can prepare for it.


Is it time to move on your IRA?
You snooze, you lose when it comes to the annual contribution deadline.

The clock is ticking and the deadline for making IRA contributions is fast approaching.  Every day you wait could be costing you money.  Contact your MEMBERS Financial Services Representative located at Southeast Financial to start taking advantage of an IRA's tax deferred benefits today.

[With IRAs, wasted time will cost you MONEY. 


Family...One good reason to consider term life coverage
Quality coverage from a company of proven strength and stability.

MEMBERS® Level Term Series is pure insurance protection.  It's a great way to help protect your family, your income, your home, and your business - all at a reasonable cost.  For more information, including complete costs and plan limitations, contact your MEMBERS Financial Services Representative located at Southeast Financial.

[Reach your goals for a secure financial future.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc.(CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866)512-6109.  Nondeposit investment and insurance products not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by your financial institution.  CBSI is under contract with the financial institution, through the financial services firm, to make securities available to members.  CUNA Brokerage Services, Inc., is a registered broker/dealer of the United States of America.
 


Home > Investments & Insurance > Financial Planning

Privacy Policy - Notices, Terms, and Conditions
Browser Requirements
Design & Hosting by Harland Financial Solutions, Inc.
Copyright © Harland Financial Solutions, Inc. All Rights Reserved.