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.
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.