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Retirement & Investments
Planning for retirement is one of the most important ways to invest in yourself and your future. Our team of advisors, available through CUNA Brokerage Services, Inc.*, is here to help.
The Arkansas Federal Retirement and Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Investment Plans
We’ll help you clarify goals and develop a sound investment plan.
Money Management
Understand where you spend your money and have a plan for where you want it to go in the future.
Retirement Planning
Plan for retirement that covers your lifestyle and essential expenses, as well as prepares for the unexpected.
Financial Seminars
We offer complimentary seminars designed with our members’ well-being in mind. Knowledge is power.
Want to get more for your money?
We offer a range of investment plans and options, including:
Individual Retirement Accounts
Tax Sheltered Annuities
Mutual Funds
Full Service Brokerage
Start the Conversation
Schedule your appointment today for a no-cost, no obligation consultation by calling 501-533-2101.
Conveniently located at Arkansas Federal’s Jacksonville branch. Representatives are also available to meet with members at other services centers by appointment.
Check the background of investments professionals on FINRA’s BrokerCheck.
Your Retirement & Investments Team
Tina Lee
Director Member Benefits Services
Todd Faulkner
Financial Advisor
Greg Pendleton
Financial Advisor
Seth Chavez
Retirement & Investment Services Coordinator
Upcoming Investment Seminars
Tuesday, October 27, 2020 5:00 PM
Three Transitions to Retirement: It’s about more than just the money - Register Here
Tuesday, November 10, 2020 5:00 PM
Women and Investing: Steering toward retirement - Register Here
Tuesday, November 24, 2020 5:00 PM
The Return of Conservative Investing Register Here
Tuesday, December 8, 2020 5:00 PM
How to Weather a Bear Market - Register Here
Arkansas Federal Retirement and Investments Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution.
CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
Approval Number: FR-3121479.1-0620-0722