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.
Systematic Withdrawals in Retirement - Clear and Wrong?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
How long does a $20 bill last?
As our nation ages, many Americans are turning their attention to caring for aging parents.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here are five facts about Social Security that might surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
Estate conservation is too important to put off. Do you have a smart exit strategy?