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 MEMBERS Financial Services* Financial Advisor located at Life Credit Union.

We are pleased to work with MEMBERS Financial Services, to provide a full-service financial services program at Life Credit Union.

Q. What is the MEMBERS Financial Services Program?
A. The MEMBERS Financial Services Program is a full-service financial services 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.
  • Save for college education costs.
Or, you may be looking for help in managing your financial goals. They will 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, their 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 they will 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 615-230-LIFE, ext. 3070.  Be sure to bring any documentation that will help Casey understand your situation better such as account statements, tax forms, and 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.

*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. 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.
**Before choosing the IRA Rollover option, please take the time to discuss it with your financial advisor. Investors should consider the fees and charges of a rollover, including account opening fees, sales charges, etc.; service and withdrawal options compared to their current retirement plan; Required Minimum Distributions (RMDs) requirements; protection from creditors and legal judgments; and other advantages and disadvantages of each option.


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For questions or comments, please contact us: 2010 Church Street, Suite 204, Nashville, Tennessee 37203   ::   615-230-LIFE (5433)