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A planned retirement. A career change. Sudden loss of a job. All of these can leave you wondering what to do with an employer-sponsored retirement plan. You may find your self with a big chunk of money, but not sure what exactly you want and can do with it.

The advice of an investment professional and making the right decisions at the right time can help ensure the money you've worked hard for can still work hard for you and your future retirement.

All DFCU Financial Partners' Financial Consultants, available through CUSO Financial Services, L.P. (CFS), our broker-dealer, are Chartered Retirement Planning Counselors through the College for Financial Planning. They've helped many individuals who have been in these situations.

During a complimentary consultation with a Financial Consultant, they will review with you your current retirement plans and find out your investment and retirement needs.

You are crucial part of the process. We'll listen to you. We'll offer suggestions. And the decisions are always yours to make.


Did you know you may be better off do an IRA rollover with your 401k rather than leaving it with a previous employer?  Let one of our skilled representatives tell you why.


DFCU Financial Partners, a division of DFCU Financial, provides securities and investments services through CUSO Financial Services, L.P. (CFS). Investment products and services are not insured by the FDIC, NCUA or any agency of the U.S. government; are not a deposit or other obligation of, or guaranteed by, the depository institution; are subject to investment risks, including loss of principal amount invested. Financial Consultants are employees of DFCU Financial Partners and registered through CFS. Financial Consultants do not offer tax advice and are not tax professionals. For specific tax information, contact your tax advisor. DFCU Financial Partners is affiliated with CFS (member FINRA / SIPC)

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