Retirement Planning

The First Service Wealth Management program is offered through CUNA Brokerage Services, Inc.⁸⁸ , a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

We know retirement planning can seem complex and overwhelming. No matter where you are in your career, we'll develop a deep understanding of your needs and deliver tailored strategies to assist you in meeting your retirement goals – together. Let our team of professionals available through First Service Wealth Management create innovative strategies that lead to strength and stability in your financial future.³⁰

To make an appointment with one of our financial professionals, give us a call at 713-676-4356 or email us at WealthManagement@FSCU.com.

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Retirement Planning

Individual Retirement Accounts (IRAs)

⁷⁵ Start saving for retirement now with a tax-advantaged Individual Retirement Account (IRA). Our team can help choose from range of funds for both Roth and Traditional IRAs, so you can sit back and enjoy the potential tax-deferred or tax-free growth.

401(k) Rollovers

If you have recently changed jobs, a 401(k) Rollover⁷⁵ may be the right solution to maintaining your retirement savings progress. Our team can assist you in understanding your options. For example, moving your assets into a Rollover IRA gives your money the potential to grow tax-deferred, as it did in your 401(k).