Valero Federal Credit Union and SWBC Investment Services --
Working Together as a Team

Valero Federal Credit Union and SWBC Investment Services are working together to bring you more investment choices.  Valero Federal Credit Union is committed to helping our members improve their long-term financial success. That’s why we formed a partnership with SWBC Investment Services, LLC to offer our members access to a full range of investment and insurance services. With today’s economic challenges and diverse investment choices, you need a trusted team to turn to who can simplify the investment process and can help you work toward realizing your dreams.  

Need guidance?  Let an experienced Financial Professional assist you in determining your short or long term investment needs. They can also help you in managing your current investments and explore new options. Isn’t it time you called?  Your local branch office representative is available to guide you through a wide range of investment choices. For more information or to schedule your FREE, no-obligation review, just call 210.321.7438 or 866.454.8582 and next time you visit a branch ask to make an appointment with a SWBC Investment Services Financial Professional.  You may also contact SWBC Investment Services at info@swbcinvestments.com.

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

More Newsletters →