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Investments

Retirement Planning

Whether you're nearing retirement or just starting out and wondering what do with your 401(k), our CFS* representatives can make planning for your future easier.

Financial Center's CFS* Advisors are ready to help you make a plan to achieve your retirement goals. Call 317.916.7730 to schedule your no-obligation retirement review. 

Our CFS* advisors specialize in:

  • Retirement plans - Is your retirement timeline reasonable based on your budget and savings?
  • Retirement income strategies - How will you make money in retirement?
  • IRA rollovers - Is it time to roll retirement accounts from previous employers into something that gives you more control? 
  • Long-term care plans - How will you or your family afford long-term medical or care needs that may arise as you age?


*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CUSO Financial Services, L.P. and its representatives do not provide tax advice. For such advice, please contact a tax professional.

 

Your savings federaly insured to at least $250,000 and backed by the full faith and credit of the United States Government: NCUA, Equal Housing Lender, ESI