MEMBERS Financial Services
It's time to Clean House with your Finances
Most of us are private with our homes, family and finances. We actually clean the
house the first time before we interview a housekeeper! The same thought holds
true with our finances; we will clean them up, acquire money, and then seek
out a financial professional.
Try a different mindset: our lives are so busy, use the people who can help you
stay on top and be successful with everything! At MEMBERS Financial Services
we are available to help you make sound financial choices. It is not an intimidating
experience-it is a helpful one. To make you more comfortable seeing us, let us
explain how we work for you.
We Collect Information
Our needs-based approach means learning more about your financial needs,
situation and goals. We gather information through face-to-face meetings,
phone conversations and written communications with you.
Analyze and Make Recommendations
We study your basic input carefully, then prepare recommendations based on your
financial foundation and the goals your are trying to reach.
Activate the Program with You
Then working closely with you, we activate your financial management program.
Any decisions you make and any actions you take are entirely up to you.
Conduct Periodic Reviews
People, personal circumstances and the economy change. The most important
part of your financial process is periodic reviews. We monitor your financial
management program with you, keeping it on course to meet your financial
needs and goals.
MEMBERS Financial Services
MEMBERS Financial Services-Financial page full of market information,
retirement, investing, and insurance news. No cost, no obligation financial
management services are available to members of Belco Community Credit Union
through our partnership with MEMBERS Financial Services. The MEMBERS
Financial Services Team has been nationally recognized as a top performer
in financial management. Call (717) 720-6220 today to start planning for
tomorrow. Click Here to visit our website.
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Emmor E. Boslet, CFP
VP, Financial Advisor |
Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc.
(CBSI), member NASD/SIPC, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Insurance
sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed
insurance representatives of other companies. Nondeposit investment products are not federally insured,
involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.
CBSI is a registered broker/dealer in all fifty states of the United States of America. The Representative
may also be a credit union employee that accepts deposits on behalf of the credit union.FR070419-4456
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