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Nearing Retirement

Nearing Retirement

You may have an idealistic vision of retirement–doing all of the things that you never seem to have time to do now. But how do you pursue that vision? We will help you build a plan to get the most out of your retirement.

Your Retirement Journey

Many of us look forward to the day when we’ll be spending time with the grandkids and not time sitting in traffic on the way to the office. However, retirement does not simply begin at 65; it’s a journey that begins today.

During our meeting, we’ll go through these six steps:

At UFCU one of our CFS Financial Advisors available through CUSO Financial Services, L.P. can meet with you to uncover your needs and long-term goals, then build a financial plan, that will help you to understand:

  • Which investment strategy is appropriate for you, your family, and your future
  • Various asset allocation models and investment vehicles used to plan for a comfortable retirement
  • Your risk tolerance and time horizon
  • The ups-and-downs of the market and how they may affect your long and short-term goals

Contact us today to learn more about our retirement planning options and schedule a complimentary, no-obligation appointment.

Recommended Retirement Resources

Inflation & Retirement

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.
Learn More
Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn More
Potential Income from an IRA

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.
Learn More

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