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Retirement Solutions through CFS* | Wright-Patt Credit Union

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Retirement Planning

Retirement Planning

  • Your goals are our passion — live happy. Schedule an appointment with our Retirement Solutions team today.

401(k) & SEP Rollovers

401(k) & SEP Rollovers

  • Financial advice on your retirement plan when leaving a job — our Retirement Solutions team can help you decide which option is best for you.

College Planning

College Planning

  • Guidance to help you provide for your child’s education — our Retirement Solutions team can help you understand your options for beginning to invest in your child.

Life Insurance

Life Insurance

  • Our Retirement Solutions team will help you select the right type of coverage and amount of insurance based on your unique situation.

Long-Term Care Insurance

Long-Term Care Insurance

  • Long-Term Care Insurance may be the best way to finance the health and in-home care you may need as a result of an injury or when you get older, without sacrificing your assets and independence.

Self-Directed Investing

Self-Directed Investing

  • Low-cost, online self-trading — take control of your investments. If you’re a savvy investor and like to take control of your own investment decisions, eVISION® may be right for you.

Advisor-Assisted Investing

Advisor-Assisted Investing

  • Wright-Patt provides advisor-assisted investing through CFS and can help you develop a plan toward achieving financial goals.

Additional Benefits to Members:

The following products are available to Members from our trusted partners (these products are neither affiliated with nor available through CFS):

 

Accidental Death & Dismemberment

Accidental Death & Dismemberment

  • Wright-Patt Credit Union wants to pay for you to have $1,000 of Accidental Death & Dismemberment (AD&D) insurance coverage at no cost to you!

Nationwide Insurance®

Nationwide Insurance®

  • From auto to home and pet insurance – members save with Nationwide Insurance®

Turbo Tax®

Turbo Tax®

  • Wright-Patt Credit Union has teamed up with TurboTax® to get you your maximum refund, plus a chance to win $25,000.

*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. Wright-Patt Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Keep more of your hard-earned money. Check out our other websites:

Respect Your Money - Young Today, Money Smart TomorrowFraud Awareness - Protect Yourself From FraudWright 4 You Mortgage - A Perfect FitWPCU Student Choice - Better Way To Pay For College

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