In today’s market, a Financial Advisor can provide you insight and guidance based on an understanding of your unique situation. One of our Financial Advisors can offer a complimentary, no-obligation financial review utilizing financial planning software.
During our meeting, we’ll go through these six steps:
- Identify your unique goals and the level of importance of each goal
- Identify the financial resources that will help fund the achievement of your goals
- Determine the balance of investment risk and return that is appropriate for you
- Create your personal plan outlining the investment and insurance services needed to help achieve your retirement goals
- Review and discuss your plan results together
- Discuss the steps needed to put your plan into action
- Review your Social Security strategy
- Establish the proper savings strategy
- Discuss an appropriate asset allocation strategy for your Investment Portfolio
With this meeting, it is our goal to enhance your investment experience and better recommend strategies and solutions to help meet your long- and short-term financial objectives. One of our Financial Advisors can offer investment solutions to better serve our clients’ needs; ones that include diversification in accordance with a member’s goals and objectives, active account management and account rebalancing where appropriate.
Completing your personal financial review together is a beneficial step toward identifying prudent investment solutions for your needs.
If you would like to learn more about our investment services, available through CFS*, feel free to contact us or stop by your local branch.
*Non-deposit investment products and services are offered through either CUSO Financial Services, L.P. (“CFS”) or Sorrento Pacific Financial, LLC (“SPF”), registered broker-dealers (Member FINRA / SIPC) and SEC Registered Investment Advisors. Investments products are not federally insured, not guarantees or obligations of the bank or credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS or SPF. A financial institution has contracted with CFS or SPF to make non-deposit investment products and services available to members or clients.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Registered representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.