Retirement Lifestyle Planning Tool

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

Did you know that only 3 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.

As a Community First Member, you're eligible for a no obligation, complimentary financial review with a CFS* Financial Advisor. During this free consultation, your advisor can help you build a customized plan utilizing our comprehensive financial planning software, MoneyGuidePro®**

Advice is essential, now more than ever. That's why now's the perfect time to take advantage of this complimentary financial review. Take the steps to put your plan into action and get recommended strategies and solutions to meet your long- and short-term financial objectives.

Costs of MoneyGuidePro® compared to other retirement planning tools

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

Watch this video to learn more about the innovative tool our CFS* Financial Advisors use to help you build a customized financial plan.

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

*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.

There's no such thing as a one-size-fits-all plan.

A financial plan can help you have more confidence in your financial future.