Financial Planning Services

We know that IRAs or Certificates might not fit every member’s savings and investment needs, so we’re now introducing the MEMBERS Financial Services program* to bring you personalized investment services to help you achieve your financial goals. The MEMBERS Financial Services Program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit Products include mutual funds, stocks and bonds, and tax-advantaged investments**, as well as retirement planning, and supplemental insurance.

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Start achieving your investment objectives today with an experienced financial professional who is dedicated to helping you build financial strength and security for every phase of life. Contact Jodie Smith, to schedule a no-cost, no-obligation appointment to discuss your financial future. She may be reached via phone: 713-755-5160 ext 127 or by completing this contact form. Want to set an appointment?

Meet Jodie Smith

Helping you reach your financial goals is my number one objective. Working together, I’ll help you make sound financial decisions consistent with your comfort level, investment timeline, and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we’ll review your situation and make adjustments as needed. It just makes sense – as your life changes, so do your financial needs, and I’ll be here for you at every stage of your life.

I have a strong history of working with credit union members, their family, and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:

• Is your retirement money invested properly?
• Will you have enough income in retirement?
• What should you do with an existing retirement plan from a previous employer?
• How will you pay for a child’s or grandchild’s education?
• Financially, what would happen to your family if you died?
• How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent.

It’s easy to get started. Please contact me for a no-cost, no-obligation consultation.

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*MEMBERS Financial Services Program advisors 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.**Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional.

CUNA Brokerage Services, Inc. is a part of CUNA Mutual Group, a 2016 World’s Most Ethical Company®. “World’s Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere, LLC. CBSI-2934884.1-0220-0426 exp.04012026