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.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
A look inside the U.S. government's statistics on household net worth.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
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.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There’s an alarming difference between perception and reality for current and future retirees.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
With alternative investments, it’s critical to sort through the complexity.
It's easy to let investments accumulate like old receipts in a junk drawer.
Learn how to harness the power of compound interest for your investments.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.