Feel Good About Retirement: Start Planning Now
March 28, 2022
Planning for retirement is one of the most important ways you can invest in yourself and your future. No matter what you need, RCU, in partnership with CUSO Financial Services, L.P.* (CFS), will help you explore your options and work toward your retirement goals.
As an RCU Member, you have access to an array of investment choices, planning support, and personalized services offered through CFS.* Take the mystery out of investment planning and create the foundation for a better financial future.
Here’s how we can help you:
- Personalized plan and savings analysis – This customized road map will illustrate your projected benefits and recommend a model portfolio that matches your personal investment style and objectives.
- Income planning – Estimate how much income you’ll have and develop plan to help attain lifestyle goals in retirement without running out of money.
- Professional investment advice – Take advantage of a collection of professional investment management and advisory services.
- Retirement plan review – You may request a personalized retirement plan review at any time to assess progress of your savings and investment strategy.
- Ongoing education and support – A wide variety of education and support services are available to keep you actively involved in the progress of your plan.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Redwood Credit Union and Redwood Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Redwood Wealth Management, and may also be employees of Redwood Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Redwood Credit Union or Redwood Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Deposits or Obligations | Not Credit Union Guaranteed | May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html more detailed information.