LEVERAGE partners with McQueen Financial Advisors to help credit unions offset rising employee benefit costs
LEVERAGE partners with McQueen Financial Advisors to help credit unions offset risingemployee benefit costs
TALLAHASSEE, FL (September 18, 2024) — LEVERAGE, the trusted service corporation for the League of Southeastern Credit Unions & Affiliates, is thrilled to announce a new strategic partnership with McQueen Financial Advisors (MFA), a leading financial advisory services firm for credit unions. This collaboration provides credit unions with a powerful solution to manage the rising costs of employee benefits through customized investment strategies.
MFA is a proven alternative portfolio manager with a strong track record of delivering Employee Benefit Pre-Funding Account (EBPA) results. By working closely with credit unions, MFA creates tailored portfolios that may include a mix of fixed-income bonds, stocks, Exchange-Traded Fund (ETF), preferred stocks, and other asset classes. These strategies are designed to match earnings with future benefit obligations, providing solutions aligned with credit union’s unique financial goals and risk appetite.
As a client of MFA, credit unions will receive comprehensive support, including:
- Investment goal setting and timeline development
- Monthly performance and investment value reporting
- Assistance with regulation research, policy creation, and board member education
“Our partnership with MFA allows credit unions to develop investment strategies that will help offset the rising costs in today’s economy,” said Steve Willis, President of LEVERAGE and Affiliates Consolidated Services. “MFA’s customized portfolios and proven expertise make them an ideal partner for credit unions looking to maximize earnings while mitigating future obligations.”
“We are excited to embark on this partnership with LEVERAGE to support credit unions,” said Charley McQueen, President of McQueen Financial Advisors. “We are dedicated to providing innovative and customized investment strategies that address the unique financial needs of each credit union.”
To learn more about MFA and how they can help your credit union manage benefit expenses, visit MyLEVERAGE.com or contact a LEVERAGE Business Development Consultant at consult@myleverage.com.
About LEVERAGE
LEVERAGE, the service corporation for the League of Southeastern Credit Unions & Affiliates, is the business services provider that leverages credit union system resources, relationships, and industry knowledge for optimal performance and sustained growth of its clients and business partners. We work to offer credit unions best-in-class products and services that result in reducing costs, maximizing results, and making the most difference. For more information, visit myleverage.com or follow LEVERAGE on Facebook and LinkedIn.
About McQueen Financial Advisors
McQueen Financial Advisors is an SEC-registered investment advisory firm, specializing in three specific areas of the business. Investment management, Asset Liability Management and CECL, and Mergers and Valuations. For more information, visit m-f-a.com or follow McQueen on YouTube and LinkedIn.
