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.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
An increasing number have been developed to help individuals with their personal finances.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
It may help your business be better prepared in the event of the death of a principal or key employee.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Why are 401(k) plans, annuities, and IRAs so popular?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
What if instead of buying that home, you invested that money?
With alternative investments, it’s critical to sort through the complexity.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
What are your options for investing in emerging markets?