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 Rollovers
  • 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
CRPC ©
Financial Professional
801-337-8340
5025 S. Adams Avenue
Ogden, UT 84403
Check the background of this investment professional on FINRA's BrokerCheck

Dan Larsen
Financial Professional
801-786-8458
1268 N. Hillfield Road
Layton, UT 84041
Check the background of this investment professional on FINRA's BrokerCheck

Nate Murdock
Financial Professional
801-476-5110
131 W 200 N
Kaysville, UT 84037
Check the background of this investment professional on FINRA's BrokerCheck

Deborah Thackinh
Associate Financial Professional
801-476-5115
5025 S Adams Ave.
South Ogden, UT 84403
Check the background of this investment professional on FINRA's BrokerCheck

Kody E. Rogers
Financial Professional
435-656-7271
120 E. St George Boulevard
Saint George, UT 84770
Check the background of this investment professional on FINRA's BrokerCheck

Speak with a MEMBERS Financial Services Professional

Have a MEMBERS Financial Services Professional contact you:

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Call us at:

435-713-1821

*MEMBERS Financial Services professionals are registered representatives of CUNA Brokerage Services, Inc.

Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

CHARTERED RETIREMENT PLANNING COUNSELOR (SM) and CRPC® are registered service marks of the College for Financial Planning®.

FR-2019387.1-0218-0320