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Services

Services

We offer a range of services and can help you plan for life milestones-both expected and unforeseen. 

Financial Planning

We care about your financial well-being and know you have goals, such as buying a house, paying for your children’s education, saving for retirement, or creating a retirement income stream. We can help you with creating a plan to reach your goals.

Our experienced financial advisors are registered through CUSO Financial Services, L.P. (CFS)1, and can help you choose strategies that fit you, your family, and your budget. These include:

  • 401(k) Rollover Options
  • Roth & Traditional IRA’s
  • IRA Transfers
  • Life Insurance Protection
  • Tax-Deferred Investing
  • Retirement Planning
  • Saving for College

Learn about what to expect from an advisor consultation.

Retirement Planning

The financial advisors at our credit union, registered through CUSO Financial Services, L.P. (CFS)1, can design a retirement strategy to match your budget, funding requirements, and retirement target dates.

  • Comprehensive personal financial reviews
  • Map out an investment plan based on your risk tolerance and time horizons
  • Guaranteed lifetime income programs
  • Pre-and post-retirement planning
  • 401(k) rollovers
  • 403(b) expertise
  • IRAs

IRA Options include:

  • Traditional IRA: Great for individuals who qualify for a current tax deduction or who anticipate being in a lower tax bracket during retirement. Earnings accumulate on a tax-deferred basis.
  • Roth IRA: Ideal for those not requiring an immediate tax deduction. All earnings accumulate tax-free. No required minimum distributions during a lifetime.
  • IRA Rollover: When you terminate employment you have a few options to consider. One option is to have your employer-sponsored retirement plan rolled over into an individual IRA that you control.2
  • IRA Transfer: You may transfer an existing IRA to another similar IRA. This is typically done to seek lower costs and consolidate assets.

Our CFS financial advisors will help guide you through the many complex plan options to make a simple, but informed decision.

Schedule a no-obligation consultation with a financial advisor today. 

Wealth Management

Make sound financial decisions based on your risk tolerance and investment needs. Our Financial Consultants can help provide resources to save, grow, and protect your assets—helping you reach your financial goals.

  • Financial Needs Analysis
  • Estate Planning
  • Tax Strategies
  • Mutual Funds
  • Annuities and Bonds
  • Brokered CDs
  • Stocks

Schedule a no-obligation consultation with a financial advisor today. 

Education Planning

Investing in your education can be a financial burden. Our Financial Consultants can offer options to help you plan and save, preparing you for the costs of tuition and related expenses.

  • Tax-Advantaged Savings
  • 529 Plans

Schedule a no-obligation consultation with a financial advisor today. 

Insurance

Life can be unpredictable. A financial roadmap can help you navigate life's uncertainties with confidence. Our Financial Consultants will work with you to develop a plan that fits your and your families needs—preparing you for the future.  

  • Life Insurance
  • Long-term Care Planning

Schedule a no-obligation consultation with a financial advisor today. 

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