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Schedule a Complimentary Financial Review and Start Planning for Your Future.

Complete this form to schedule your review

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Plan for your future

Retirement is in sight and we're here to make sure you have the view you want.  As a member, you have access to CFS* Advisors from Community First Investment Services who can help you meet your financial goals.  The best part is that they can provide a complimentary financial review to help you get started today.  Just follow the easy steps below.

  1. Start with a complimentary financial review with a CFS* Financial Advisor from Community First Investment Services
  2. They’ll discuss your financial goals and evaluate your current income, expenses, and debt 
  3. You’ll review potential future income sources, such as Social Security, pensions, your investment portfolio, DROP (for Florida state employees), and savings
  4. Our CFS* Advisors will help design a personalized, customized financial plan  for you based on your goals

 

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. Community First Credit Union of Florida has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.