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Retirement Services

Retirement Services

There are many important financial decisions that must be made throughout someone’s life. 1st MidAmerica Retirement Services, located at 1st MidAmerica Credit Union, is available to help members with all their financial needs.

Whether you're a newly married couple, parents planning for a child’s education, a worker planning for retirement or someone facing an unexpected job change, a financial advisor can help you work toward your financial goals.

Check the background of this investment professional on FINRA's Brokercheck.

Work with Someone You Can Count On

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?

A financial advisor can assist you with:

  • Retirement Planning
  • Investment Planning
  • 401(k) Planning   
  • Insurance Planning
  • Education Funding
  • Estate Conservation
  • Wealth Management 

Contact one of our financial advisors today to schedule a no-cost, no-obligation appointment to discuss your individual needs.

Helpful Links

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Investment Calculators

How much retirement income will you need? How long will your savings last? How much can you save for college? And more!

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.1st MidAmerica Credit Union and 1st MidAmerica Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using 1st MidAmerica Retirement Services, and may also be employees of 1st MidAmerica Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, 1st MidAmerica Credit Union or 1st MidAmerica Retirement Services. Securities and insurance offered through LPL or its affiliates are:

Not insured by NCUA or Any Other Government Agency

 

About 1st MidAmerica

As a 1st MidAmerica member, you are a shareholder and owner of a cooperative financial institution, a credit union. This primary advantage to credit union membership is just the beginning. In addition, 1st MidAmerica offers a host of services to help you simplify the management of your finances.

Read more about us