Take advantage of our Retirement Lifestyle Planning Tool

Complete the form to have a CFS* Financial Advisor contact you about MoneyGuidePro®

We offer complimentary financial plans through CFS*, utilizing MoneyGuidePro® from PIEtech

Did you know that only three out of 10 Americans have a financial plan and 1/3 report they have no retirement savings? Working with a CFS* Financial Advisor can help.

Our Retirement Lifestyle Planning Tool provides:

  • Social Security strategy
  • Risk assessments
  • Recommended Scenarios
  • Planning Portal
  • And much more!

Costs of MoneyGuidePro® compared to other retirement planning tools

Tools like MoneyGuidePro
$1,000 - $3,0001
MoneyGuidePro $0

Financial advisors who use Money Guide Pro®** can create a quality, customized financial plan for you with  your expectations, concerns, fears, and goals in mind. Learn more by talking to your financial professional.

Watch this video to learn more



1 Source: https://www.nerdwallet.com/blog/investing/how-much-does-a-financial-advisor-cost/ 

©MoneyGuide, Inc. Reprodusced with Permission. All rights reserved.

*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

**IMPORTANT: The projections or other information generated by MoneyGuidePro regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. The return assumptions in MoneyGuidePro are not reflective of any specific product, and do not include any fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used in MoneyGuidePro. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment. Credit the above video to: ©PIEtechSM.  Reproduced with permission.  All rights reserved.