CROSSING A BRIDGE
IRAs and Wealth Management from Meritrust have helped this couple make it to this stage of their lives and, more importantly, all the good stuff that comes next. Yes, retirement is a bit like travel: it's more about the journey than the destination.
"Nancy and I’ve been great partners in life. And now with Meritrust at our side, we’re ready for New York, Spain, Kansas City-wherever life takes us."
SPEAKING OF TRAVEL.
The Palmers find adventure anywhere, across the globe or here in Kansas. They want to go at the drop of Jim's cowboy hat, too. Their Vacation Club Account helps them do exactly that. As their kids will tell you, they're never around to babysit.
How We Can Help
IRAs are a great way to protect and grow your earnings. Uncle Ira’s so much more generous than Uncle Sam.
Save for travel or holiday gifts with our club accounts. Open both if you want tickets to Italy in your stocking!
Whether you're just starting in life or a seasoned investor, we have the people and tools to support you.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Meritrust Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.