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 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^

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

image of advisor Cathy McLarty

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

Our new advisor is available by phone: 713-755-5160 ext 127 or ready to request an appointment.

Check the background of this investment professional on FINRA’s BrokerCheck

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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 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 the Ethisphere, LLC. CBSI-3298262.2-1020-0124 expires 01-31-24