Financial Planning

About Member Wealth Management

Member Wealth Management, a service division for financial planning, is available to members of Homebase 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.

*Products and Services: Not NCUA Insured; Not a Deposit Product; No Credit Union/Affiliate Guarantee; Not a Condition of Any Credit Union Service; May Lose Value.   

Securities, Investment Advisory and Financial Planning services offered through qualified registered representatives of MassMutual Life Investors Services (MMLIS), LLC, Member SIPC: 222 Central Park Ave Suite 1100 Virginia Beach VA 23462 (757) 490-9041. Homebase Credit Union and Member Wealth Management are not subsidiaries or affiliates of MML Investors Services, LLC and affiliated companies. CRN202601-3814312

Homebase Credit Union is not a client of MMLIS. Homebase Credit Union receives compensation from MMLIS and its affiliates for referring clients to MMLIS and its representatives. As a result, Homebase Credit Union has an incentive to refer clients to MMLIS and its representatives.

For the products and services offered through MMLIS, Homebase Credit Union will receive up to 35% of the dealer concessions, commissions and advisory fees received by MMLIS. For products offered through MassMutual Life Insurance Agency (MMLIA), Homebase Credit Union will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative. For all products offered by MassMutual, MassMutual Life Bay State and Connecticut Mutual Life, Homebase Credit Union will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative.