Notice: Please be aware of the increase in check fraud schemes targeting the U.S. Mail. If you do need to mail a check, it is advised that you drop it off inside at the post office.
You deserve a healthy financial future. Start saving for the future you want.
The MEMBERS Financial Services Program
The MEMBERS Financial Services program is offered through LPL Financial. We can help you create a personal financial blueprint to help you work toward your goals.
Our professionals provide the following Services:
- Investment Planning
- IRAs (Traditional and Roth)
- Life Insurance
- Rollover services/ IRA Transfers
- Retirement
- Fixed and Variable Annuities
- Mutual Funds
- Conservative Investments CD Alternative
Click here to access our Investment Resource Center.
Check the background of this investment professionals associated with this site on FINRA's BrokerCheck.
Our Financial Professional is Ready to Assist.
LPL Registered Representative, Landy Thompson, can explain your options, such as mutual funds, variable annuities, life insurance, long-term care insurance and brokerage services to provide a total package.
Call us today at 706-571-3156 to set up a no-cost, no-obligation appointment.
Upcoming Webinars
September 26 - Social Security and Your Retirement
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security?
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies.
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.
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. Kinetic Credit Union 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 Kinetic Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Kinetic 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 Guaranteed | 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.
Kinetic Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Kinetic Credit Union for these referrals. This creates an incentive for Kinetic Credit Union to make these referrals, resulting in a conflict of interest. Kinetic Credit Union is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.