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Members Choice Credit Union has partnered with SWBC Investment Services, LLC to offer comprehensive financial services to our members.

Through Members Choice Investment Services, located at Members Choice Credit Union, members have a team committed to helping them achieve long-term financial success.

With today's economic challenges and diverse investment choices, you need a trusted team who can simplify the investment process and can help you determine your short- and long-term investment needs including retirement and college planning, 401(k) rollovers, portfolio management, and overall financial planning.

Check the background of this investment professional on FINRA's BrokerCheck.

Newsletters

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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