As a Western Federal Credit Union member, you have access to assistance from experienced Financial Consultants through Western Members' Financial Services. Our Financial Consultants develop ongoing personal relationships with their clients to help guide them through the financial planning process at every life stage, as well as provide alternative savings options.
Our extensive line of investment services includes:
- Full Financial Planning and Analysis
Our experienced Financial Consultants will evaluate your current savings, insurance and investment portfolio to create a personalized plan that works toward achieving your financial goals.
- Retirement Planning
We'll discuss your retirement goals and strategies that may help you generate income for retirement.
- Estate Planning
A well-organized plan may help you protect your assets and reduce estate taxes so you can leave as much as possible to your beneficiaries.
- Education Savings Plan
Learn more about tax-advantaged accounts for school and college savings.
- Mutual Funds, Annuities, IRAs, Stocks and Bonds
Our Financial Consultants can explain the advantages and disadvantages of various investment products to help determine which may be right for you.
We invite you to explore our website and begin investing in your financial future today by scheduling a complimentary consultation with your Financial Consultant.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Ascertaining the value of your business is important for a variety of reasons.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
What can be learned from the savings rate?
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
$1 million in a diversified portfolio could help finance part of your retirement.
Have you explored all of your choices when it comes to managing your taxable income?
Learn how to harness the power of compound interest for your investments.
The decision whether to buy or rent a home may have long-term implications.
A bucket plan can help you be better prepared for a comfortable retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.