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Retirement Planning & Wealth Preservation

Pacific Crest Federal Credit Union's investment services, available through our broker/dealer CUSO Financial Services L.P. (CFS), specializes in retirement planning and wealth preservation. To help you achieve your investment objectives within your risk tolerance levels our CUSO Financial Services, L.P. (*CFS) financial planning advisor will offer knowledgeable advice to help you manage your financial resources. CFS is a full-service broker dealer and SEC Registered Investment Advisor.

Rather than trying to fit your plans into a generic financial plan, our advisor will help you look at the overall perspective and your individual situation to recommend a well diversified financial portfolio to help you reach your financial goals. Regular meetings with our advisor will aid in keeping your financial goals on track and monitoring your progress in this area. Our advisor will answer all of your questions and offer advice on pensions, 401(k), 403(b), SEP, IRA, and deferred compensation (457) plans.

Let us be your collaborative partner in planning your retirement, investment, and wealth preservation plans. We would like to discuss your financial goals with you. How does your investment portfolio line up with those financial goals? A professional evaluation of your current investments with our advisor will aid in financial planning. How and when do you plan to retire? We would like to help you structure your financial portfolio to assist you in reaching those retirement goals. Our advisor will give you recommendations and advice based on your investment evaluation and financial goals.

To schedule a complimentary consultation, please contact our representative at 541-850-7765.

*Available through CUSO Financial Services, L.P. 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. Pacific Crest Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.