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

A+ Federal Credit Unionand SWBC are working together to bring you more investment choices through A+ Financial Center .

A+ 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 financial 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 512.302.6863 and next time you visit a branch ask to make an appointment with Ben Coleman or Bob Guess, Investment Advisors with A+ Financial Center.  You may also contact Ben at bcoleman@swbcinvestments.com and Bob at bguess@swbcinvestments.com. 
 
 
 
 
Ben Coleman 
Investment Advisor

6420 US Highway 290 East
Austin, TX 78723

OFFICE 512.302.6817 I 800.252.8148
FAX 512.302.6187
 
 
 
Bob Guess
Investment Advisor
 
6114 William Cannon West
Austin, TX 78749

OFFICE 512.533.4219  I 800.252.8148
FAX 512.302.6159

 
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

Preparing Not to Inherit

Preparing for retirement will require adequate saving and investing, not just working hard to stay in the good graces of wealthy relatives.

What’s in It for You?

The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

What Employment Says About the Economy

As important as the national unemployment rate is, it’s only a small segment of the overall data collected on the nation’s jobs situation and the economy at large.

Beat the Big Three What Ifs

Taxes, inflation, and medical costs — among other factors — could have an unanticipated effect on your retirement. There may be little you can do to combat them once you are no longer working.

More Newsletters →