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As a valued business partner, we want to make you aware of another service available, the MEMBERS Financial Services Program.  Carol Diest, your MEMBERS Financial Services Representative, can assist you in implementing financial strategies for you and your business.  As a Financial Advisor, Carol is especially qualified to provide credit union members with professional assistance, quality financial products and dependable service.  Carol is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities products, such as mutual funds, and a member of FINRA and SIPC. Carol is also a licensed insurance representative of CUNA Mutual Insurance Society.

In addition, Carol Diest conducts quarterly seminars on such topics as Retirement Planning, Investment Planning, Long Term Care Insurance and more.  Whether your business has one or a thousand employees, MEMBERS Financial Services can assist you with your 401(k), SEP, Profit Sharing or other retirement plan for your business:

Business Retirement Accounts

  • 401(k) plans
  • Simplified Employee Pensions (SEPs)
  • Savings Incentive Match Plan for Employees (SIMPLEs)
  • Tax-Sheltered Annuities (TSAs) and 403(b) plans
  • Non-qualified deferred compensation plans
  • Non-qualified accumulation plans

Individual Retirement Accounts

  • Retirement plan rollovers
  • Traditional IRAs
  • Roth IRAs
  • Spousal IRAs
  • Rollover IRAs

Insurance and Wealth Management

  • Life
  • Long-term care
  • Disability income
  • Estate planning

Contact Carol Diest today by calling (269) 382-9845, ext. 1445 or emailing carol.diest@cunamutual.com  for a no-obligation, no fee financial review.  Another great benefit of business membership with First Community Federal Credit Union.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor,2000 Heritage Way, Waverly Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.  CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.  CRPC® is a registered service mark of the College for Financial Planning.