• Investment Management and Advisory Services
• IRAs and Rollover Strategies
• Wealth Preservation and Estate Planning
• College Savings Programs
• Other Products and Services

Through our partnership with Scott McClatchey , who is a CERTIFIED FINANCIAL PLANNER™ professional, our members have access to a wide array of financial products, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products.

Investment Management and Advisory Services
Selecting the right investments and monitoring them over time is crucial to any long-term strategy. Scott McClatchey CFP® at SIU CU Investment Services is here to help you to accumulate, protect, and transfer your wealth. Our goal is to develop a personal roadmap for you to navigate to a financially secure future. We provide strategies designed to help you work toward growing your assets or creating income to help you achieve your dreams.

We’ll help you develop a customized investment program that helps make your money work for you. Together, we’ll help determine the right mix of investments to help you reach your financial objectives with the degree of risk you find comfortable. As part of our yearly fee-based service that is offered through LPL Financial, you’ll receive access to mutual funds as well as stocks and bonds to achieve a solid and diversified portfolio.

IRAs and Rollover Strategies
SIU CU Investment Services* can help you decide what is right for you by evaluating your situation. When you change jobs or reach retirement, you’re often faced with the challenge of making choices for the money you have in an existing company-sponsored plan. Meet with us to discover answers to questions like: How can I protect my IRA plan? Should I move money from my 401k, VIP, 403b, or 457? If so, how will that affect my estate planning? Should I start early withdrawal from my IRA? Come in and find out.

Wealth Preservation and Estate Planning
To pass your assets onto the next generation, a sound estate plan is key to ensuring your assets will be distributed the way you wish. SIU CU Investment Services can help develop a personalized financial strategy to help preserve wealth during your lifetime and minimize your future estate tax liability. We look forward to talking with you in person.

College Savings Programs
We know that saving enough for college education can seem daunting. SIU CU Investment Services can help you understand the various benefits of the savings vehicles available that can help you fund your child's or grandchild's education including 529 Plans, Coverdell Education Savings Accounts, and UTMAs. Come in and talk with us about your education goals.

Insurance
Insurance is an important tool that can be used in all stages of life to help protect your family, your loved ones, and your estate. Choosing the appropriate insurance policies is a crucial part of your financial health. The right policy can benefit your heirs while providing you with some peace of mind during your lifetime. SIU CU Investment Services* can assist you with Life Insurance and Long-Term Care. Please contact us for more information.

Other Products and Services Offered at SIU CU Investment Services

• Stocks & Bonds
  
• Tax Advantaged Investments
  
• Mutual Funds
  
• Annuities
  
• Individual Retirement Accounts
  
• Business Retirement Plans
  
• Retirement Planning
  
• Education Planning & 529 Plans
  
• Professional Asset Management

* The Financial Advisor of LPL Financial at SIU Credit Union are Registered Representatives with, and Securities, Advisory Services and Insurance Products are offered through LPL Financial Corporation and its affiliates, Member FINRA / SIPC and a SEC Registered Investment Advisor. SIU Credit Union is not a registered broker/dealer and is not affiliated with LPL. Investments are: Not NCUA/NCUSIF insured, may lose value, are not credit-union guaranteed, and are not obligations of SIU Credit Union. LPL Branch Office is located at 395 N. Giant City Road, Carbondale, IL 62901.