Retirement, purchasing a home, long-term healthcare, and a college education for your child are just a few of the financial goals many people set their sights on. No matter your circumstances, an investment plan can be the first step to help achieve those, and other goals.
Through our contract with CFS*, Meridian Trust can now offer you a broad array of investment choices with no conflict of interest – CFS offers no proprietary products. What this means to you is that your investment recommendations are based on your best interests.We can help design a financial plan to fit each individual member’s needs, including:
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- Retirement Plans
- Long-Term Healthcare
- Education Fund Accounts
- Estate Planning
- Mutual Funds
- Market-Linked Certificates of Deposit
- Money Market Funds
- And More
Your first consultation with our experienced CFS* financial advisor is complimentary as a benefit of membership with Meridian Trust Federal Credit Union. If you're just getting started, we'll help identify your short-term and long-term goals, and discuss a customized investment strategy. If you already have an established portfolio, you'll benefit from reviewing your goals and getting a second analysis of your investment plan.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA
) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal.
Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.