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Pre- and Post-retirement Planning
Due to the wonders of modern medicine, the majority of us can look forward to long, healthy lives. This means that to enjoy a long prosperous retirement, we must plan our finances now. Water and Power Community Credit Union's financial advisors can guide you through this process.
Portfolio Reviews and Assessments
WPCCU's financial advisors, available through CFS*, will review your entire investment portfolio to help insure that your investments are balanced and diversified, maximizing your financial potential.
Asset Allocation
Many investment professionals will tell you that one of the keys to financial success is proper asset allocation. The correct asset allocation can help maximize your financial potential and help reduce your investment risk. To ensure that your portfolio is adequately diversified, contact one of our financial advisors
Saving for Your Child's College Education
You don't need us to tell you that college costs are rising each year. We all want to give our children the best start in life. What we do want to tell you is that there are now a couple of different ways to save for your child's future. Whether you choose a Coverdell Education Savings Account (formerly an Education IRA), or one of the relatively new 529 Plans, the key is to start saving as soon as possible. Contact one of WPCCU's Financial Advisors, available through CFS*, to evaluate which plan is right for you.
*Investments offered through CUSO Financial Services, L.P. (CFS) an independent broker/dealer, are not NCUA/NCUSIF insured, not credit union guaranteed and may lose value. Registered representatives are employees of Water and Power Community Credit Union and registered through CFS ( member FINRA/SIPC).
Investors should be aware that there are risks inherent in all investments including fluctuations in investment principal.
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