Analyze assets & expenses
Plan for tax efficiency
Review & adjust strategy
CFS* Financial Advisors can assist you with developing a strategy for withdrawing the money you’ll need. The timing of withdrawals can significantly impact the taxes you pay so we can help you with a tax efficient distribution strategy. And we'll work with you to monitor your investments and determine whether adjustments need to be made.
* 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.