Peninsula Credit Union
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* Investments offered through CFS (Member FINRA/SIPC)

Financial Assessment

You don’t have to be a millionaire to take advantage of Wealth Management Services. In fact, managing your savings is like planning for a hike in our beautiful northwest region. You assess what equipment and resources you have and what tools and supplies you will need for the future.

To get started, we simply need to schedule a time to sit down and go over your current situation with our CFS Financial Advisor. The Advisor will get to know you, your needs, future financial goals and investment options.

What to bring:

  • Current statements from all accounts
  • Any 401K or other retirements account

Finding Your Direction

Once we know where you are, we start the work of determining where you want to be and when you would like to get there. This is the time to ask our CFS Financial Advisor questions, dream big and discover your personal financial goals.

These include:

  • Retirement Planning
  • Education Planning
  • Life Insurance
  • Long Term Care
  • CD Account Alternatives
  • Estate Planning
  • Wealth Transfer
  • Investment Strategies

Your Personal Plan

After determining your tolerances for risk, calculating your time-frame and understanding your goals, our CFS Financial Advisor will lay out recommendations and work with you to plot out your course.

Once we have a plan in place, the Financial Advisor will move into implementation, and walk you through the process, explaining every aspect of your financial plan until you are comfortable with the direction.

The advisor will establish regular meetings to check your progress and make any needed course corrections as you move forward.
Of course, the Financial Advisor is available any time you have a question or would like to discuss your plan.

 

 

Contact an Advisor

 

* 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. Peninsula Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

 

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