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

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Investors Without Borders

As foreign markets step up to take their places on the international stage, investors content to stay at home may miss out on some opportunities.

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

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