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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!

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.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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 Fit

Any links to external websites are links to alternative sites not operated by WPCU. WPCU is not responsible for the content of the alternate site. The privacy and security policies of the alternate site may differ from those practiced by WPCU. WPCU does not represent you or the third party if you enter into a transaction with the third party.

Wright-Patt Credit Union is committed to providing a website that is accessible to the widest possible audience in accordance with ADA standards and guidelines. We are actively working to increase accessibility and usability of our website to everyone. If you are using a screen reader or other auxiliary aid and are having problems using this website, please contact us at (800) 762-0047 or by clicking here. All products and services available on this website are available at all Wright-Patt Credit Union branches.

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