Take a minute to consider your various financial goals, from sending your kids to college to purchasing adequate life insurance to retiring. We provide access to a range of products and services that can be tailored to your unique needs.
Our Southern Energy Investment Services Representative can help:
Book an Appointment
Watch our video to learn more about our financial planning process and how it can help you meet your goals:
RETIREMENT SERVICES
Financial Management
Insurance Services
Education Planning and Funding
Wealth Management
** Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including information about estate planning, please consult your attorney.
Webinars and Events
Investment Services Upcoming Webinars
Three Transitions to Retirement Wednesday, August 26th, at 5:30 p.m. CST / 6:30 p.m. EST
Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar.
This seminar will answer your retirement questions and help you:
Click here to reserve your spot.
Rollover Planning Wednesday, September 16th, at 5:30 p.m. CST / 6:30 p.m. EST
Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.
We will help you get a better understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
These workshops are educational only and are not investment advice.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.
INVESTMENTS
Real Estate Investment Trusts (REITs)
Annuities
MANAGED ACCOUNTS
Managed accounts are portfolios designed for individuals to match their specific financial needs with portfolio objectives, and managed by professional investment managers. Often these accounts offer an avenue for individuals to access investment managers that are generally available only to institutional-level investors.
Stephen Martin is the financial advisor* exclusively serving the Credit Union’s membership. With approximately 15 years of experience in the financial services industry, Stephen Martin is a valued guide for members seeking clarity, confidence, and long-term performance in their financial lives.
Stephen is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a designation that reflects his commitment to comprehensive, client-first financial planning and adherence to the highest ethical standards in the profession. He also holds the CRPC® (Chartered Retirement Planning Counselor) and AWMA® (Accredited Wealth Management Advisor) credentials, equipping him with specialized expertise in retirement income strategies and holistic wealth management.
A graduate of the University of Mississippi (Ole Miss), Stephen earned his bachelor’s degree in business with a major in Managerial Finance, laying the groundwork for his analytical approach and strategic mindset.
Stephen is equipped to serve a wide range of members’ needs, holding both the Series 7 and Series 66 securities licenses that are held with LPL Financial, as well as his Life and Health Insurance license. These qualifications allow him to offer comprehensive strategies across investments, retirement planning, risk management, and wealth preservation.
Outside of the office, Stephen is a devoted family man. He is married to his wife, Paige, and together they have a daughter, Iley Jane, and a son, Archie, along with their beloved dog, Bella. The Martins are members of Dawson Memorial Church, where community and faith play a vital role in their lives.
In their free time, Stephen and his family enjoy trips to the beach, cheering on their favorite teams at SEC football games, and making lasting memories together.
Whether you are preparing for retirement, managing complex assets, or building a legacy for future generations, Stephen offers personalized, thoughtful guidance backed by deep experience and a genuine passion for helping clients thrive.
For a no-cost, no-obligation appointment, contact Stephen Martin by email at Stephen.Martin1@lpl.com or by phone at 205-226-6866.
Located at: Southern Energy Credit Union 750 17th Street North Birmingham, Alabama 35203
Calculators to help clarify your short- and long-term goals.
Account Access easy access to your account and information on markets, quotes, and financial news.
BrokerCheck to check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Southern Energy Credit Union and Southern Energy Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Southern Energy Investment Services and may also be employees of Southern Energy Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Southern Energy Credit Union or Southern Energy Investment Services. Securities and insurance offered through LPL or its affiliates are:
*The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Southern Energy Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
LPL Financial Form CRS
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