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Retirement Planning through CFS* | Wright-Patt Credit Union

Your goals are our passion — live happy 

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Planning for retirement can be stressful, even under the best situations. There is a lot of information available and it can be hard to know who or what you should pay attention to. Trying to make sense of it all can seem like an impossible task, especially if you’re trying to do it on your own.

The CFS* financial advisors on WPCU’s Retirement Solutions team, available through CFS,* are here to sit down with you side-by-side to:

  • Better understand your unique situation, goals, and aspirations 
  • Set achievable short-term and long-term goals for a happy retirement 
  • Develop a plan to help you cut through the clutter and stay on your path to success

Don’t let the process intimidate you and delay starting your plan. It’s not too late! Unlock your possibilities. Schedule an appointment with our Retirement Solutions team today.

*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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