Financial Services

Work With Someone You Trust

Helping you plan for life, our experienced professionals listen to your needs and then help you make the right financial decisions for you and your family. This means taking you from where you are now through retirement. We specialize in answering questions about retirement, 401(k), pensions and other types of retirement plans.

Whatever your need, large or small, the MEMBERS Financial Services program is here to help you with a variety of insurance and investment needs. You can count on us to do what's right for you. Please contact the MEMBERS Financial Services Representative serving Service Credit Union members for more information and to talk to someone you can trust.

	Mark C Wilson, CRPC® Financial Advisor (603) 422-8392 2032 Lafayette Rd Portsmouth, NH 03801-5643 Email:
Information about the MEMBERS Financial Services program. Authorized Third Party Link We only authorize links to information that may be useful to our Members or to organizations that have partnerships with Service Credit Union. We encourage you to read and evaluate the privacy policy and to verify the authenticity of any new site you visit. Visit the MEMBERS Financial Services internet site

Financial Management and Analysis  

We use a comprehensive approach to your overall financial well-being that focuses on:

• Protection – Building your base of insurance protection
• Accumulation – Developing strategies to save money for retirement, education, purchases, etc.
• Management – We help you manage your financial strategies as they evolve throughout your lifetime.

Retirement Planning

Pre-retirement planning: 

• IRAs (Individual Retirement Accounts)
  -Traditional IRAs
  -Roth IRAs
  -Spousal IRAs
  -Rollover (conduit) IRAs
• SEPs (Simplified Employee Pensions)
• SIMPLEs (Savings Incentive Match Plan for Employees)
• TSAs (Tax Sheltered Annuities) and 403(b) Plans
• Non-qualified Deferred Compensation Plans
• Non-qualified Accumulation

Post-retirement planning

• Retirement Income Planning
• Legacy Planning
• Retirement Distribution Planning

Educational Funding Planning

• Section 529 Plans
• Roth IRAs
• Coverdell Education Savings Accounts

Wealth Management Services

Trust services:*
• Personal Trust Services
o Trusts Created Under Wills
o Living Trusts
o Retirement Plan Trusts
• Executor Services/Estate Settlement
• Charitable Gifting Strategies

Financial plans

This fee-based service prepares:

• Comprehensive Financial Plans
• Retirement Plans
• Estate Planning

Professional money management services:

• Members Advisory Portfolio
• Members Personal Portfolio

Private client services:

• Exercising Employee Stock Options
• Restricted/Control Stock Sales and Loans

*Currently not available in all credit unions.