Retirement Planning
Many of us look forward to the day when they will be spending time with the Grandkids and not time sitting in traffic on the way to the office. However, retirement does not simply begin at 65; it’s a journey that begins today.
At Premier Credit Union, our CFS Financial Advisor, will meet with you to uncover your needs and long-term goals, and then build a complimentary financial plan, that will help you to uncover:
- Which investment strategy is appropriate for you, your family, and your future
- Review the investment vehicles used to build a retirement nest egg
- Discuss risk assessment, time horizon and review various asset allocation models
- Help you understand the ups-and-downs of the market and how they may affect your long and short-term goals
Contact a CFS Financial Advisor
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. Premier Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
