LEVERAGE Partners with McQueen Financial Advisors to Help Credit Unions Offset Rising Employee Benefit Costs

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.