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Retirement Planning

What does your future look like?

The financial decisions you make today have an impact on your future financial well-being. Our knowledgeable MEMBERS Financial Services professionals are available to review your retirement plans, and help you prepare for what lies ahead.

Products and services offered through MEMBERS Financial Services include:

  • IRAs
  • Mutual Funds
  • Stocks & Bonds
  • Managed Accounts
  • Annuities
  • 401k/Pension
  • Life & Long-Term Care Insurance

Contact Us for a Consultation

For a complimentary initial consultation to discuss your retirement goals and strategies, contact one of our financial professionals today.

To find out more about our professionals, please click on this link here.

Tyler Holbrook
CRPC ©
Financial Professional
801-337-8340
5025 S. Adams Avenue
Ogden, UT 84403
Check the background of this investment professional on FINRA's BrokerCheck

Dan Larsen
Financial Professional
801-786-8458
1268 N. Hillfield Road
Layton, UT 84041
Check the background of this investment professional on FINRA's BrokerCheck

Nate Murdock
Financial Professional
801-476-5110
131 W 200 N
Kaysville, UT 84037
Check the background of this investment professional on FINRA's BrokerCheck

JC Hallman
Financial Professional
435-656-7271
120 St. George Blvd.
St. George, UT 84770
Check the background of this investment professional on FINRA's BrokerCheck

Deborah Thackinh
Associate Financial Professional
801-476-5115
5627 S 2050 W
Roy, UT 84067
Check the background of this investment professional on FINRA's BrokerCheck

Kim Hamblin
Financial Professional
435-713-1815
198 North Main
Logan, UT 84321
Check the background of this investment professional on FINRA's BrokerCheck

Speak with a MEMBERS Financial Services Professional

Have a MEMBERS Financial Services Professional contact you:

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Call us at:

801-786-8011

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

Not Insured by NCUA or Any Other Government Agency

Not Credit Union
Guaranteed

Not Credit Union Deposits
or Obligations

May Lose Value
 

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.