At Amplify Wealth Management, available through CUSO Financial Services, L.P. (CFS*), we want to be your financial partner for life. Your CFS* Advisor will work with you to explain different investment options and strategies that may help you reach your goals. You are at the center of the entire financial planning and investment process, and your Financial Advisor will create a plan that fits your individual goals, circumstances, and risk tolerance.
Starting to save money for your retirement? The wealth management team at Amplify Credit Union walks you through the 401k advantages and disadvantages.
When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away? Should you structure your plan to go into effect during your lifetime or at your death?
If you're self-employed or own a small business and you haven't established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save for the future.
* 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.