Investment Planning Center

Tools to Assess Your Own Financial Profile

Whether you’re looking to determine how much you need to save for retirement or are seeking sound investment advice, SF Fire Credit Union has the tools to help you assess your financial profile and help you devise a plan to meet your goals.

Online Modules Include:

  • Retirement: Do you have a realistic retirement plan?
  • College: Can you afford the cost of higher educations?
  • Inheritance: Determine how you want to use an inheritance.
  • Changing Jobs and your 401(k): How will this affect your retirement plan?
  • Start Investing: Let us help you reach your investment goals.
  • IRA Options: Let us help you determine your IRA options.

To get started click here and visit the Investment Planning Center.

From what you learn through our online modules schedule a no-cost, no-obligation appointment with Stephen Seewer, our CFS Financial Advisor:2

CUSO Financial Services, L.P. Representatives are registered, securities are sold, and investment advisory services offered through CUSU Financial Services (CFS), member FINRA / SIPC and SEC Registered Investment Advisor. Investment products and services offered through CFS, an independent broker/dealer and SEC Registered Investment Advisor, are not NCUA/NCUSIF or ASI insured, not credit union guaranteed and may lose value. Representatives are employed by SF Fire Credit Union and registered through CFS.