Assess

If you’d like to do a little research before making any major retirement-related decisions, our online modules may be a great way to help kick your savings plans into gear.

Investment Services

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 Calculators Include:

Schedule a no-cost, no-obligation appointment with our CFS* Financial Advisor to learn more:

Select the time that works for you through our online appointment tool.


* 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. SF Fire Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Products are NOT insured by American Share Insurance.