A satisfying retirement doesn’t happen by accident. Like anything important in life, it takes planning. The Financial Advisors at Consumers Investment Services, available through CUSO Financial Services, L.P. can help to make your retirement dreams a reality.
- We will help you define your retirement goals.
- At what age will you retire…where, what will you be doing?
- We will help you to analyze how you are doing towards meeting your goals.
- Are you saving enough, minimizing the effect of taxes and investing properly?
- We will help you to put together a plan to make up for any shortfalls that might be identified.
- And, we will work with you regularly to help you stay on track.
Call us at 800.991.2221 for your complimentary retirement planning consultation.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Consumers Credit Union has contracted with CFS to make non-deposit investment products and services available to members.