Financial Planning Services

We know that IRAs or Certificates might not fit every member’s savings and investment needs, so that’s why we offer the MEMBERS Financial Services program* to bring you personalized investment services to help you achieve your financial goals.

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.

The MEMBERS Financial Services Program is offered through LPL Financial, a broker/dealer focused on serving credit union members. For more information about LPL Financial., please visit^

MEMBERS Financial Services offers:

  • Retirement Planning
  • Retirement Investments
  • 401K and IRA rollovers
  • Investing Funds for Higher Education
  • Fixed and Variable Annuities
  • Life Insurance
  • Long-Term Care Insurance

Meet Cathy McLarty, to schedule a no-cost, no-obligation appointment to discuss your financial future.

Our new advisor is available by email or phone: or 713-755-5160 ext 127                                Request an appointment here!

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^Products include mutual funds, stocks and bonds, and tax-advantaged investments**, as well as retirement planning, and supplemental insurance. *MEMBERS Financial Services Program advisors are registered representatives of LPL Financial. Representatives are registered, securities sold, advisory services offered through LPL Financial. (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. LPL Financial 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.