Retirement Planning

Retirement Planning

You only want to retire once, so we’ll help you do it right.

Tap into the minds of our Financial Consultants, licensed through our broker-dealer CUSO Financial Service, L.P. (CFS), who have also obtained the Chartered Retirement Planning Counselors (CRPC) designation through the College for Financial Planning.  They can help you better understand retirement’s financial challenges and guide you through the investment process.  Here are a few things a Financial Consultant can review with you during your complimentary retirement planning consultation:

Understanding the challenges

  •  The expense of retirement. The costs of housing, food and medical care can add up quickly
  • Planning for the long term. Events can occur during your retirement that can impact you for 20, 30 and even 40 years
  • The future of Social Security. The more comfortable lifestyle you expect to live during retirement, the less you may have to depend on Social Security to help. Today’s average retirees receive only a percentage of their income from Social Security


Starting early

  • One of the keys is investing regularly. Over time, you may be surprised at how big a nest egg you have accumulated* 
  • Investing in long-term growth can be one of the best ways to grow your nest egg. It can be one way to keep your retirement income growing faster than the rate of inflation   

Selecting a qualified retirement plan that fits

  • Be tax smart through qualified retirement plans. These plans put the power of tax deferral to work for you. Some plans even allow you to make tax-deductible contributions, or tax-free withdrawals
  • Know your options. There are different kinds of IRA plans to select from and our Financial Consultants can help you determine which may be best for you  

It’s a changing environment out there.  Let us help.  Find a Financial Consultant near you and set-up your complimentary consultation today.

*A periodic plan does not assure a profit and does not protect against loss in declining markets. Such action involves continuous investment, so investors should consider financial ability to continue purchases in a period of low price levels.

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Ready to schedule your complimentary consultation with one of our highly skilled Financial Consultants? 

Contact us at 888.336.2700.

Or send an email request for an appointment.