Financial Planning Services

couple meeting with financial advisor

The MEMBERS Financial Services program* brings you personalized investment services to help you pursue your financial goals.

Start pursuing your investment objectives today with an experienced financial professional who is dedicated to helping you build financial strength and independence for every phase of life.

headshot of Jon Thompson, financial advisor

The MEMBERS Financial Services Program is offered through LPL Financial. For more information about LPL Financial., please visit^

Jon Thompson, LPL Financial Advisor

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

MEMBERS Financial Services offers access to the following products and services:

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

Already have an account? Log in to your brokerage account here.

Click here to learn more and get started with your financial growth!
Are you on track to pursue your short and long-term financial goals?
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Join an upcoming workshop from the comfort of your home or office where a variety of topics are discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan.

Attend as many virtual workshops as you like. Click the links below to register for the topics you’d like to learn more about.

Upcoming workshops:

June 4th Understanding Your Rollover Options 6 PM MST / 7 PM CST

June 18th Understanding Medicare 6 PM MST / 7 PM CST

^Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Harris County Federal Credit Union and Members Financial Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Members Financial Services and may also be employees of Harris County Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Harris County Federal Credit Union or Members Financial Services. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Harris County Federal Credit Union (“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 for more detailed information.