cuwealth

Wealth Management for All Members.

Financial Planning & Investments to help you achieve your financial goals.

cu wealth

We offer higher-earning investment options to support your future lifestyle.

Whether you are just starting out on your financial journey or preparing for retirement, our Southern Security advisory team can help you establish a clear path to achieve your financial goals. You will have your own wealth management team, led by your dedicated advisor, who will provide financial advice and investment management. Find out more below.

Meet your financial advisors

As your financial advisors we actively listen and collaborate with you to understand your current financial situation and prioritize your financial goals. We work to understand your risk tolerance, time horizon, and investment preferences to establish a personalized financial plan. As professional fiduciaries, we are required to keep your best interests in mind. All members may schedule a complimentary call with either of us at any time to learn more or ask questions – no commitment necessary. All Southern Security members receive:

  • A dedicated relationship with the Southern Security advisory team
  • Financial planning services
  • Professional investment management
  • Affordable pricing, no commissions, no hidden fees

We are available morning, evenings, and weekends in addition to normal business hours. We look forward to speaking with you!

Mike email: michael@cuwgroup.com   phone: 901-531-6693

Evan email: evan@cuwgroup.com   phone: 901-531-6692

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Financial Planning

Your advisor can help you define your goal and analyze your options to develop and implement a personalized financial strategy.

  • Starting an Emergency Fund​
  • Retirement Planning
  • 401(k); IRA;  Social Security
  • Education / College Planning
  • Budgeting
  • Insurance Analysis
Investments*

Our investment team works to determine the appropriate investment strategy based on your goals and feelings about risk.

  • Managed Portfolios
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Stocks, Bonds
  • Cash Management
  • Portfolio Reviews
Savings
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Online Financial Dashboard

You will have 24 / 7 access to your own online financial dashboard where you can easily track and manage your financial goals and investments.

  • Advisor insights & recommendations
  • Scenario Planning
  • Interactive Goal setting
  • Financial Planning Tools
  • Investment / Portfolio Details
  • Account Actions

 

*Investment products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Interactive Brokers Group, LLC, member of FINRA/SIPC. Credit Union Wealth Group and Southern Security Federal Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. Products and services offered through Credit Union Wealth Group are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.

© 2021 Southern Security Federal Credit Union.

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