FAQ: Investments > Retirement Planning

• What financial planning services do you offer?

  The following services are available at Wright-Patt Credit Union through CUSO Financial Services, L.P.*, our broker/dealer:

  • Retirement Planning for Individuals and Businesses
  • 401(k), 403(b), and Pension Rollovers
  • IRAs (Traditional, Roth, and Educational)
  • Stocks and Bonds
  • Mutual Funds
  • Fixed and Variable Annuities
  • College Planning (529 Plans and Educational IRAs)
  • Tax and Estate Planning
  • Insurance Products (Life, Disability, and Long-term Care)

  *Investment products and services offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, not obligations of the credit union, not credit union guaranteed and may lose value. Advisors are employed by Wright-Patt Credit Union (WPCU) and registered through CFS. WPCU is in partnership with CFS. (Member FINRA/SIPC and SEC Registered Investment Advisor)

• How can I make an appointment with a Financial Advisor?

  The Financial Advisors, available through our broker/dealer, CUSO Financial Services, L.P.*, at Wright-Patt are available by appointment at any Member Center. Appointments can be made by calling (937) 912-7855 or (800) 762-0047, ext. 7855.

  *Investment products and services offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, not obligations of the credit union, not credit union guaranteed and may lose value. Advisors are employed by Wright-Patt Credit Union (WPCU) and registered through CFS. WPCU is in partnership with CFS. (Member FINRA/SIPC and SEC Registered Investment Advisor)

• Does Wright-Patt offer an online investing option?

  Yes. eVISION^®, offered through our broker/dealer, CUSO Financial Services, L.P. (CFS)*, is a premium alternative for online investing in stocks, options, and mutual funds, with commissions as low as $14.95. eVISION provides 24-hour access to quotes, charts, and analyses, plus high-powered tools to manage our portfolio and screen mutual funds.

  To view a demo of eVISION^®, click here.

  *Investment products and services offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, not obligations of the credit union, not credit union guaranteed and may lose value. Advisors are employed by Wright-Patt Credit Union (WPCU) and registered through CFS. WPCU is in partnership with CFS. (Member FINRA/SIPC and SEC Registered Investment Advisor)

  eVISION^® is a registered trademark of CFS. Complete pricing available online. A periodic plan does not assure a profit and does not protect against loss in declining markets. Such a plan involves continuous investment, so investors should consider financial ability to continue purchases through periods of low price levels.