Member Financial Services

We all strive for security. However, it often seems that saving money alone may not meet your future needs. A sensible program that combines savings, life insurance and investments can provide a total package.

The MEMBERS Financial Services Program is a personal financial management service designed especially for credit union members. It offers a variety of insurance and investment solutions that complement the savings programs offered by the credit union. A personal financial blueprint will be created for you to follow and help you achieve your financial objectives.

As the MEMBERS Financial Services Representative, Shane Welch can give you information on the following services:

  • Money Management
  • Estate Planning
  • Insurance Planning
  • (Including Long Term Care Insurance)
  • Investment Planning
  • Tax Planning
  • Business Planning
  • Retirement Planning
  • Education Funding

To schedule an appointment with Shane please call (800) 235-4290 ext.124.

Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.