Wealth Management

Financial Assessment

Wealth Management Services

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.

Printable list of what to bring to the Assessment

Finding Your Direction

Wealth Management

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

* Investments offered through CFS (Member FINRA/SIPC)

* 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.

Resources

Peninsula Financial Manager

View and manage all of your financial accounts in one spot!

SavvyMoney Checkup

A free tool to assess your finances, evaluate your budget and get a handle on your credit.

Contact an Advisor

Contact our Wealth Management Services financial advisor.