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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 we now truly must plan our finances so that we may potentially enjoy a long prosperous retirement. Our financial advisors can guide you through this process.
Portfolio Reviews and Assessments
Our financial advisors are happy to review your entire investment portfolio to help insure that your investments are balanced and diversified so that you could possibly maximize your financial potential.
Asset Allocation
Many industry pundits will tell you that one of the keys to financial success is asset allocation. The correct asset allocation can help maximize your financial potential and also help reduce your investment risk. To ensure that your portfolio is 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. And, 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 Education IRA), or one of the relatively new 529 Plans, the key is to start saving as soon as possible. Contact one of our financial advisors to see which plan maybe 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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