1899 Western Way
Torrance, CA 90501

Investment Services

877-254-9328, option 6 

Rightsizing for Retirement Meet the Team Retirement Planning: Asking for Directions Ready for Retirement?

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.

 

Helpful Content

Can Group, Private Disability Policies Work Together?

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

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

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.

 

Succeeding at Business Succession

There a number of reasons for business owners to consider a business succession plan sooner rather than later.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Do You Owe The AMT?

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.

How the Federal Reserve Works

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U.S. Personal Savings Rate

What can be learned from the savings rate?

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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