Take the Retirement Road Test

Take the Retirement Road Test
Do you have a red, yellow or green light?
A Message from John Pat White II

Have you taken the time to calculate how much money you’ll need to set aside for your retirement? Do you feel confident in how you’re investing those dollars you’ve already saved?

As a valuable member benefit, the MEMBERS financial services will offer all members of Gulf Credit Union a complimentary retirement analysis. This will only take a few minutes to complete, yet provide you with information that will last a lifetime. The output is straightforward and will rate your current progress with a red, yellow or green traffic light. Whether you’re just starting to save, or you’re getting close to retirement or already living in retirement, this analysis will provide you with solid recommendations to help you achieve your unique vision of retirement.
When it comes to planning your retirement, we understand the importance of a trusted partner. Call John Pat White @ 409.984.7452, your MEMBERS Financial Representative, today at for a no-cost, no-obligation appointment. Or simply stop by the office and you’ll receive a Retirement Road Test analysis while you wait. Find out how you can “green light” your retirement savings plans.

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 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.



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