Retirement, investment and insurance services for life
Because no one has the same lifestyle and goals, everybody's financial needs are different. Simply contact your MEMBERS Financial Services Representative located at Southeast Financial to start planning for your financial journey today!
Life & Long Term Care Insurance
Ken Coulthard, Leigh Glover, and David Harlan are the MEMBERS Financial Services Representative serving Southeast Financial and would be happy to answer your questions about Life and Long Term Care Insurance. To schedule an appointment, please call Katryna Wright at (615) 371-3737 or toll-free 1 (800) 521-9653 ext. 2317
Tax-favored ways to save for college
Education Savings Accounts, 529 College Savings Plans, and more...
If you're faced with the rising cost of college, either now or down the road sometime, education savings accounts and 529 college savings plans offer you tax-free ways to save. Contact your MEMBERS Financial Services Representative located at Southeast Financial for information about these plans and other ways to save for college.
Live on your own terms...
Help protect your retirement savings with Long-Term Care Insurance.
When long-term care becomes a necessity, make sure you have choices in how you receive that care - and stay in control of your finances. For an assessment of your needs and a plan for helping you live on your own terms contact your MEMBERS Financial Services Representative located at Southeast Financial.
Is it time to move on your IRA?
You snooze, you lose when it comes to the annual contribution deadline.
The clock is ticking and the deadline for making IRA contributions is fast approaching. Every day you wait could be costing you money. Contact your MEMBERS Financial Services Representative located at Southeast Financial to start taking advantage of an IRA's tax deferred benefits today.
Family...One good reason to consider term life coverage
Quality coverage from a company of proven strength and stability.
Term insurance provides pure insurance protection. It's a great way to help protect your family, your income, your home, and your business - at a cost designed to be affordable. For more information, including complete costs and plan limitations, contact your MEMBERS Financial Services Representative located at Southeast Financial.
The products offered are not federally insured, are not obligations of the credit union, are not guaranteed by the credit union or any affiliated entity, and involve investment risks, including possible loss of principal.
Representative is not a tax advisor or legal expert. For information regarding specific tax situations, please contact a tax professional. For legal advice, consult an attorney. MEMBERS Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-2406046.1-0119-0221