FINANCIAL PLANNING SERVICES
FINANCIAL LIFE STAGES.
1. Start Investing
By deciding that you want to start investing, you're taking the first step toward
building a more financially secure future. Of course, once you've made the decision
to invest, you immediately face a lot of important questions. We can help you start
investing.
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2. College Education
As college costs continue to rise, many parents just like you are concerned about
the cost of their children's education - and their ability to pay for it. We can
help you provide for your child's college education.
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3. Changing Jobs
Whether it's something you're planning, or happens unexpectedly, changing jobs means
making some important financial decisions, for both your short and long-term needs.
We can help you make the most of a job or career change.
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4. Help Increase Your Investments
Along with the opportunities to expand your wealth, come a host of complexities.
We stand ready to assist and guide you in reaching your goals for today and for
future generations. We can help you invest with more confidence.
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5. Retirement
Statistics show you'll probably spend at least 20 years in retirement - hopefully
many more. So it's important to develop a strategy for your retirement income. You
want to make sure it lasts through all your retirement years. We can help you prepare
for your retirement.
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*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.
CommunityAmerica Credit Union has contracted with CFS to make non-deposit investment
products and services available to credit union members.