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.