Financial Advisory


Planning for Life
Life. It has many twists and turns. Where do you turn for professional guidance to manage those financial challenges and create plans for the future? We have an answer. Talk to someone you trust, Casey Midgett, the Financial Advisor located at Life Credit Union.

We are pleased to announce that we are now partnering with MEMBERS Financial Services, to provide a full-service financial advisory program at Life Credit Union.

Q. What is the MEMBERS Financial Services Program?
A. The MEMBERS Financial Services Program is a full-service financial advisory program located at Life Credit Union offering members retirement, insurance and investment services. Our goal is to help our members achieve their financial goals for themselves and their families.

Q. How does the MEMBERS Financial Services Program work?

A. A full-time MEMBERS Financial Services Representative is available to meet with you to evaluate your financial needs offer recommendations and coordinate your investment and insurance choices.
    You may want to tackle just one financial issue today. We can help you:
  • Roll-over your 401(k) or pension plan if you've changed jobs.
  • Develop a savings and investment plan.
  • Create a retirement income plan to approach those years with confidence.
  • Manage your investments better.
  • Protect your family with life insurance or long-term care insurance.
  • Save for college education costs.
Or, you may be looking for help in managing your financial goals.  We’ll help develop a comprehensive financial roadmap that addresses all the relevant financial issues that you face.

Q.  Can the MEMBERS Financial Services Program help me with retirement planning?
A.  Yes, whether you are already retired, getting ready to do so or are just beginning to save for retirement, our program has sophisticated planning software and a wide array of investment products to help you fund the retirement lifestyle you’re seeking.  We believe everybody has a unique vision of their retirement years and we help you manage your money to support that vision.

Q.  How do I get started?

A.  To set a no-cost, no-obligation appointment, call Casey Midgett, the MEMBERS Financial Services Representative, at 615-284-5356, ext. 3070.  Be sure to bring any documentation that will help Casey understand your situation better such as account statements, tax forms, benefit information.  If married, it’s best that both you and your spouse attend.  Lastly, always bring an open mind and a willingness to discuss the details of your situation. Click here to contact Casey for an appointment.

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.

FR091204-DF69




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For questions or comments, please contact us: 2010 Church Street, Suite 204, Nashville, Tennessee 37203   ::   615-284-5356