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Financial Planning » Retirement Planning » Mutual Funds

Mutual Funds

Mutual Funds can play a major role in your retirement plans, either as individual investments or within other kinds of retirement investments such as 401(K)s.
If you can imagine an assortment of stocks and other types of investment products that are collectively bought by a group of people, and then managed by a professional investment company, then you've just pictured what a mutual fund is.

When you buy into the shares of a mutual fund, you're buying into a piece of that diverse portfolio with stocks of many companies all rolled into it.

Millions of people invest in this manner, for lots of good reasons. A MEMBERS Financial Services Representative can tell you even more about mutual funds or read more about mutual funds at MEMBERS Financial Services.

How To Get Started

You may call our MEMBERS Financial Services Coordinator at your local number or 800-822-0382, ext. 2450 or email us to make an appointment with a financial advisor.

Securities sold through CUNA Brokerage Services, Inc., member NASD/SIPC, 5910 Mineral Point Road, Madison, WI 53705. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Similar products may be purchased from an agent or company of your choice. Not federally insured, may lose value, not underwritten or guaranteed by the Credit Union.


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