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Financial Planning

Trust us to guide you through life's financial journey.

Retirement, investment and insurance services for life.

Because no one has the same lifestyle and goals, everybody's financial needs are different.  Simply contact your MEMBERS Financial Services Representative located at Southeast Financial to start planning for your financial journey today!

Tax-favored ways to save for college

Education Savings Accounts, 529 College Savings Plans, and more...

If you're faced with the rising cost of college, either now or down the road sometime, education savings accounts and 520 college savings plans offer you tax-free ways to save.  Contact your MEMBERS Financial Services Representative located at Southeast Financial for information about these plans and other ways to save for college.

Live on your own terms...

Help protect your retirement savings with Long-Term Care Insurance.

When long-term care becomes a necessity, make sure you have choices in how you receive that care - and stay in control of your finances.  For an assessment of your needs and a plan for helping you live on your own terms contact your MEMBERS Financial Services Representative located at Southeast Financial.

Is it time to move on your IRA?

You snooze, you lose when it comes to the annual contribution deadline.

The clock is ticking and the deadline for making IRA contributions is fast approaching.  Every day you wait could be costing you money.  Contact your MEMBERS Financial Services Representative located at Southeast Financial to start taking advantage of an IRA's tax deferred benefits today.

Family...One good reason to consider term life coverage

Quality coverage from a company of proven strength and stability.

MEMBERS® Level Term Series is pure insurance protection.  It's a great way to help protect your family, your income, your home, and your business - all at a reasonable cost.  For more information, including complete costs and plan limitations, contact your MEMBERS Financial Services Representative located at Southeast Financial.