Schedule a Complimentary Financial Review and Start a Plan to Retire How You Want

Complete this form to schedule your review


Plan for your future

Retirement is in sight and we want to help you have the view you want.  As a member you have access to CFS* Advisors from Community First Investment Services that can help you plan to retire the way you want to.  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 then evaluate your current income, expenses, and your debts. 
  3. Next you’ll go over potential future income sources like Social Security, pensions, retirement savings, your investment portfolio and savings.
  4. CFS Advisors will help design a personalized strategy 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.