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| Investing & Retirement Plans |
| Financial Advisor-Assisted Investing |
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| Through our broker/ dealer, CUSO Financial Services, L.P., an Advisor can help develop goals and a plan for retirement. |
| eVISION® |
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| Make your own investment decisions with eVISION, through our broker/dealer, CUSO Financial Services, L.P. |
| 401(k) Rollovers |
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| Are you in the process of changing jobs? Learn the options that are available to you for your 401(k) retirement plan. |
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| Life Insurance |
| Life has no guarantees. Our Financial Advisors, available through our broker/dealer, CUSO Financial Services, L.P., will make sure you have the right coverage of life insurance to help your family when you can't. |
| College Planning |
| Our Financial Advisors, available through our broker/dealer CUSO Financial Services, L.P., can help you take the guesswork out of saving for your child's education. |
| Long-Term Care Insurance |
| What will happen if you need regular healthcare assistance as you get older? Our Financial Advisors, through our broker/dealer, CUSO Financial Services, L.P., can help decide if long-term care insurance is right for you. |
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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)