Retirement Advice

No one knows what the future holds. Be ready for life's adventures on your own terms by letting Financial Center's newly expanded Investment Team help you determine the financial tools and discipline you'll need to reach retirement and beyond.

Financial Center recently added two financial professionals to our Investment Services Team to focus more holistically on the retirement planning needs of our local credit union members. Joerg Seliger and Matthew Tielker join the Credit Union through its partnershp with broker dealer, CUSO Financial Services, L.P. (CFS).

Let our CFS Registered Represenatives help you create a PLAN

• Pay yourself first
• Live within your means
• Assure your family's stability
• Never stop learning

With over 36 years of combined banking and investment experience, Joerg and Matthew are your resource for retirement planning, long-term care, 529 college savings plans, and other investment strategies. In August, they will also beging hosting monthly retirement planning seminars at various Financial Center locations.

Schedule a free, no-obligation financial review with either Joerg or Matthew at the Center most convenient to you by calling 317.916.7730.

 

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.

A high school senior has very different needs than someone who needs retirement advice. As you enter different stages in your life, you may or may not know what to expect when it comes to your needs for financial planning services.

What Indianapolis checking accounts are right for you? What's the best way to combine accounts when you're getting married? When should you start saving for your kids' college? How can I use a health savings account to save on taxes? How do you go about buying your first home? Is now a good time to refinance?

These are just a few of the financial questions you might be asking yourself. We hope to provide the answers and insights you're looking for.

We understand, of course, that every person and every situation is different. So we invite you to visit Financial Center and see how we can help YOU.

Visit one of our Indianapolis credit union locations today!

Everyone has a different idea of what retirement should look like. Some want to travel. Others never really retire and want to spend their time working part-time or volunteering. Some couples hope to move someplace warm and sunny, while others want to continue living in the same place so they can stay close to their kids and grandkids.