Wealth Management & Financial Advising

Questions and Answers

A Message from Costas A. Grekis, CRPC®
Vice President, Wealth Management
MEMBERS Financial Services

Check the background of this investment professional on FINRA’s BrokerCheck.

The MEMBERS Financial 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.

What is the MEMBERS Financial Services Program?

The MEMBERS Financial Services Program is a full-service financial advisory program located at Washington Area Federal Credit Union offering members retirement, insurance and investment services. Our goal is to help our members achieve their financial goals for themselves and their families.

How does the MEMBERS Financial Services Program work?

Costas A. Grekis, CRPC®, the MEMBERS Financial Services Representative, is available to meet with you to evaluate your situation, offer recommendations and coordinate your investment and insurance choices.

You may want to tackle just one financial issue today. We can help you:

Roll over your 401(k), 403(b) or pension plan if you’ve changed jobs**
Develop a savings and investment plan
Create a retirement income plan to approach those years with confidence
Manage your investments
Protect your family with life insurance or long-term care insurance
Save for college education costs

Can the MEMBERS Financial Services Program help me with retirement planning?

Yes, whether you are already retired, getting ready to do so or are just beginning to save for retirement, our program has sophisticated planning software and a wide array of investment products to help you fund the retirement lifestyle you’re seeking. We believe everybody has a unique vision of their retirement years and we help you manage your investments to support that vision.

How do I get started?

To set a no-cost, no-obligation appointment, call Costas A. Grekis, CRPC®, MEMBERS Financial Services Representative, at (800) 830-3078 today. Be sure to bring any documentation that will help Costas understand your situation better, such as account statements, tax forms, benefits information. If married, it’s best that both you and your spouse attend. Lastly, always bring an open mind and a willingness to discuss the details of your situation.

**Prior to requesting your rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA) you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options, and other important aspects between your employer sponsored retirement account and an IRA.

*MEMBERS Financial Services Advisors 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.

Chartered Retirement Planning Counselor (SM) and CRPC® is a registered service marks of the College for Financial Planning.

FR-2972441.1-0120-0222

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