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Retirement Planning

Available through CUSO Financial Services, LP (CFS)*

No matter if your first day on the job or your last, it’s the right time to make a retirement plan.

We’ll help you understand your options so you can make informed decisions leading toward a more secure future.

When you start saving early, putting aside even a few dollars a month can have a big impact on your retirement lifestyle. Figure out what your goals are, then use our retirement calculators to see what you’ll need to save to reach them. Once you’re ready to pick a retirement plan, we have plenty of options to choose from.

Nearing Retirement

Even if retirement is just around the corner, there’s still time to prepare. Determine when you want to retire, how long your money will need to last, and what type of lifestyle you want to live. With this information, we can help you plan, implement, and monitor your financial strategy.

Even if retirement is just around the corner, there’s still time to prepare.

Retired Living

Retired living doesn't come without responsibilities. But we can help effectively manage your withdrawals and expenses from your retirement savings, as well as prepare you for unexpected life events.

Retirement Risks to Keep in Mind

These key questions can help minimize your future risk

  • How should you invest your money?
  • How much can you withdraw from future savings?
  • Will your retired income keep up with the cost of living?
  • How long will your money need to last?
  • Will you be able to afford future health care costs?

* Nondeposit 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. Nondeposit investment 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. SELCO Community Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members.

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