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Make Your Goals a Reality

Make Your Goals a Reality

No matter where you are in your financial journey, UFCU Investment ServicesTM, available through CFS, is here for you and your family. Whether you’re just getting started, planning for retirement, or looking to create a legacy, we’re ready to help you get there.

A Holistic Approach <br/>to Financial Planning

A Holistic Approach
to Financial Planning

We start by getting to know you and your goals. We then apply our extensive experience to create a personalized strategy based on your unique situation, life stage, and investment style. Our holistic approach explores your entire financial and personal environment so that we can recommend the financial products and strategies that are right for you and your financial well-being.

Advice at Every Stage of Life

CFS Financial Professionals at UFCU create the right mix of services at the right time to provide you the most benefits. Best of all, UFCU Members can access any of the following services at no cost:

Financial Planning

We understand that not everyone has the same goals in mind. That’s why we develop a custom, individualized plan to help make your goals a reality.

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Retirement Planning

We help you get the most out of your retirement, with customized investment strategies to help create a predictable income stream through your golden years.

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Estate Planning

You’ve worked hard over the years to accumulate wealth. We work with you to help ensure your assets are the living legacy you desire.

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Tax Advising*

Reducing taxes leaves more income for investing. We collaborate with you to ensure you’re maximizing every available tax-advantaged investment option.

*CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.

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Investment Education

As a UFCU Member, you have access to a wealth of no-cost educational seminars and events to help you become a wiser investor.

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Ready to Start Making Your Goals a Reality?

Thank you!