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18211 Katy Freeway
Houston, TX 77094

Phone:

Jamie Wisecarver, Director of Wealth Management
210.376.3929

Fax:

210.525.9461

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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

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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.

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

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This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Offers practical holiday shopping tips to save time and money.

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Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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

Use this calculator to determine whether you qualify for the different types of IRAs.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck