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Sunward Investment Services

Financial Planning Services For All Seasons Of Life

Brought to You by the MEMBERS Financial Services* Program Located at Sunward

Are you doing all you can to grow your money wisely and plan for the future? The financial professionals at MEMBERS Financial Services can help you strategize ways to make your hard-earned money work harder for you, no matter your current season of life.

Which of these scenarios applies to you? (It could be more than one!)

  • You need to plan for big expenses such as a house, college tuition, or long-term care.
  • You're thinking about investing but feel you don't have enough money right now or are overwhelmed by all the options.
  • You want to build your retirement nest egg or an emergency fund.
  • You want to plan for your own or a loved one's estate or trust.

The financial professionals at MEMBERS Financial Services are ready to help you pursue your financial goals and answer any questions you may have. Meet the team.

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

GETTING STARTED IS EASY.

Set up a complimentary, no-obligation, no-judgment appointment at an Sunward branch, via Webex®, or by phone. Your financial future is waiting!

  • Use our handy online appointment request form.
  • If your closest Sunward branch is Juan Tabo: call 505.237.3930 for an appointment.
  • If your closest Sunward branch is Animas Central, Animas East, Edgewood, Kirtland, Paseo, Tech Park, Livermore, Rio Grande Crossing or Rio Rancho: call 505.237.7330 for an appointment.
  • If your closest Sunward branch is Cottonwood, Jefferson, or Los Lunas: call 505.237.7630 for an appointment.

MEMBERS Financial Services can help you determine strategies for:

INVESTMENT PLANNING

A financial professional can discuss your unique situation to help you make informed decisions and manage your investments with ease – no matter what season of life you’re in.

COLLEGE PLANNING

Educational planning is the process of financially preparing for post-secondary education. A financial professional can help you create an educational plan that will provide a map of your, or your children’s, future education and career goals.

RETIREMENT PLANNING

Get help determining retirement income goals and the actions and decisions necessary to achieve those goals, including identifying income sources, estimating expenses, implementing a savings program, and managing assets. Learn more.

TRUST & ESTATE PLANNING**

A financial professional can help to answer questions on topics such as beneficiary planning, account titling, and more.

ACCOUNT ACCESS

To get information about your account, obtain a copy of your statements and confirmations or get the latest information on markets, quotes, and financial news, access your account.

LPL Financial Form CRS

*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. Sunward 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 Sunward. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sunward 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 site may only discuss and/or transact securities business with residents of the following states: NM, CA.

Sunward (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution 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.

506711-1

**Representative is neither a tax advisor nor an attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, please consult your attorney.

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