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Don't Make the Wrong Choice

Our CFS* Financial Advisors can assist you in consolidating your retirement accounts and help you retire with confidence by assisting you with:

  • Allocating, diversifying, and rebalancing your portfolio.
  • Creating a plan for retirement.
  • Tracking and monitoring your retirement savings goals.
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5 Reasons to Consolidate Accounts

As your career path unfolds, you may find yourself with a handful of unmanaged retirement accounts with previous employers. We break the reasons - from investment strategy to estate planning - why you should consolidate those accounts down into a single IRA.

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The Wealth Management Team

*Rates are effective as of March 03, 2021, 3:01 PM CST and are subject to change based on latest market conditions.

** 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.