The Retirement Planning Team for
CWCU Members
Take Control of Your Taxes—And Your Future
Discover Smart Tax Strategies Built for Credit Union Members
Tax planning isn’t just for tax season—it’s a year-round strategy that can help you keep more of what you earn and support your long-term financial goals. That’s why Community West Credit Union has partnered with SBC Financial to bring you trusted financial planning resources, including our free downloadable Tax Planning Guide.
Whether you’re preparing for retirement, managing investments, or simply looking to reduce your tax burden, this guide can help you uncover opportunities to save now and in the future.
With guidance from SBC Financial, you’ll learn how tax planning fits into a larger strategy that includes retirement income, estate planning, and wealth management—all personalized for your unique financial situation as a credit union member.
SBC Financial Services & CWCU Partnership
Your Financial Future, Supported by Experts You Can Trust
Community West Credit Union has partnered with SBC Financial (Security Benefits Center) to help you take control of your financial future—with confidence and clarity.
Through this partnership, you now have access to personalized financial planning services designed to meet your unique goals and life stage. Whether you’re planning for retirement, seeking to grow your wealth, reduce taxes, or secure your legacy, the team at SBC Financial is here to guide you every step of the way.
What You Can Expect:
- Wealth Management tailored to your goals
- Tax Reduction Planning to help you keep more of what you earn
- Retirement Income & Distribution Strategies that work for your lifestyle
- Estate Planning to protect what matters most
SBC Financial takes the time to understand you—your values, your dreams, and your vision for the next 5, 10, 15, even 20 years. Together, we’ll build a plan that aligns with your future.
Why Partner with SBC Financial
When you partner with SBC Financial, you have the unique advantage of a full- service financial firm behind you. Our team has a deep understanding of what exactly Credit Unions and their members need to thrive, and with our proven process, we’ll help you to both generate new memberships and retain the existing.
Whether your members need tax assistance, investment help, or aren’t sure where to begin planning for retirement, SBC Financial is your one-stop solution to member retention.
