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Investments

About Member Wealth Management

Member Wealth Management, a service division for financial planning, is available to members of Fort Lee Federal Credit Union. We work in cooperation with your credit union to compliment and expand the variety of products and services available to you.

You've Got Options

Investing to Build Wealth & Security

Many people don’t know how to start investing. That’s where we can help. Based on in-depth knowledge, our experienced financial professionals will explain the different investment products and how each one can be used to meet different needs. We can help with:

  • Mutual Funds
  • Securities, Stocks & Bonds
  • College Education 529 Plans

Helping You Reach Your Dreams

At Member Wealth Management, we work with a variety of respected, nationally-known insurance companies offering a complete range of plans. Our representatives can help you navigate all the options, evaluate your needs and make recommendations to help give you the right protection at the right price. We can help with:

  • Annuities, Fixed & Variable
  • Term Life Insurance
  • Whole Life Insurance
  • Variable Universal Life Insurance
  • Long-Term Care Insurance

Planning For Retirement

It’s never too early to begin planning for a comfortable retirement. In fact, how and when you retire may depend on the planning you do now. Our knowledgeable experts can help you understand your options and guide you toward solutions that meet your needs. We can help with:

  • Individual Retirement Accounts (IRAs), Roth & Traditional
  • Simplified Employee Pensions (SEPs)
  • Savings Incentive Match Plans for Employees (SIMPLE)
  • Nonqualified Deferred Compensation Plans
  • Tax-sheltered Annuities
  • 401(k) Rollovers

Schedule an Appointment Today

To schedule your appointment with a Member Wealth Management financial professional, contact Stu Posey at (804) 452-0736, ext. 122.

Important Information

Securities, Investment Advisory and Financial Planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 222 Central Park Ave., Suite 1100, Virginia Beach, VA 23462. (757) 490-9041. Member Wealth Management and Fort Lee Federal Credit Union are not subsidiaries or affiliates of Massachusetts Mutual Life Insurance Company (MassMutual) and their affiliated companies. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.

Services offered by Member Wealth Management are not a credit union deposit or obligation, not insured by any federal government agency, not guaranteed by any credit union or NCUA-insured, not guaranteed AND may go down in value.

CRN201707-196105