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Retirement Services

Our colleagues at CUSO Financial Services, L.P. (CFS*) will help you create a retirement services plan to help you live the lifestyle you envision.

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Retirement Ahoy

Plan Now for a More Comfortable Retirement

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.

Ready to start planning for your retirement?

Fill out the contact form below and a CFS* financial advisor will be in touch soon. If you have a preference for phone or email communication, please let us know in the comment section.

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Please do not include any sensitive information such as account number or social security number.

* 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. Financial Advisors are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

** Learn more about the compensated referral arrangement between Amplify and CUSO Financial Services, L.P., on the marketing disclosures page.