Your Future is Within Reach
When you’re making important financial decisions about your future, you want sound, objective advice from someone who knows you well. Andy Clark, MEMBERS Financial Advisor, gives you the personalized, local service you deserve.
Services
Whether you would like assistance with a specific financial goal or comprehensive wealth management, we offer the expert services to meet your needs.
- Wealth management
- Retirement savings and investing
- Education savings and investing
- Retirement income
- Estate planning
Approach
Working together, we’ll create a roadmap for achieving your goals based on sound investment and protection principles. We’ll create this roadmap in four stages:
- Gather Information - We’ll listen carefully and conscientiously to your financial goals and concerns.
- Analyze and Recommend - We’ll study your information, research and evaluate your alternatives, and then share our recommendations with you.
- Implement - We’ll provide you with information on financial products and services that will help you reach your goals. You’ll feel confident about your play of action.
- Monitor and Review - People, personal circumstances and the economy all change. It’s important to be prepared. We’ll be an active, committed partner in making sure your plan continues to help you reach your financial goals over time.
Success
Together, we’ll help you build your roadmap for the future and reach your financial goals. The first step is the easiest. You can visit the MEMBERS Financial Services Website to contact Andy Clark or you may call Andy at the main office, (256) 383-9204 ext 282 or 1-800-239-6033 ext. 282 for friendly, local assistance.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.
