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Retirement Planning

What does your future look like?

The financial decisions you make today have an impact on your future financial well-being. Our knowledgeable MEMBERS Financial Services Professionals are available to review your retirement plans, and help you prepare for what lies ahead.

Products and services offered through MEMBERS Financial Services include:

  • IRAs
  • Mutual Funds
  • Stocks & Bonds
  • Managed Accounts
  • Annuities
  • 401k/Pension
  • Life & Long-Term Care Insurance

Contact Us for a Consultation

For a complimentary initial consultation to discuss your retirement goals and strategies, contact one of our financial professionals today.

To find out more about our professionals, please click on this link here.

Tyler Holbrook
Financial Professional
5025 S. Adams Avenue
Ogden, UT 84403
Check the background of this investment professional on FINRA's BrokerCheck

Nate Murdock
Financial Professional
131 W 200 N
Kaysville, UT 84037
Check the background of this investment professional on FINRA's BrokerCheck

JC Hallman
Financial Professional
120 St. George Blvd.
St. George, UT 84770
Check the background of this investment professional on FINRA's BrokerCheck

Kim Hamblin
Financial Professional
198 North Main
Logan, UT 84321
Check the background of this investment professional on FINRA's BrokerCheck

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Speak with a MEMBERS Financial Services Professional

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Broker Check by FINRA Logo

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Goldenwest Credit Union (GWCU) and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of Goldenwest Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Goldenwest Credit Union or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are

Not Insured by NCUA or Any Other Government Agency

Not Credit Union

Not Credit Union Deposits
or Obligations

May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

* Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

** Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

Goldenwest Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Goldenwest Credit Union for these referrals. This creates an incentive for Goldenwest Credit Union to make these referrals, resulting in a conflict of interest. Goldenwest Credit Union is not a current client of LPL for advisory services.

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