Retirement Planning

At Firehouse Financial, available through CUSO Financial Services, LP (CFS), the majority of the questions we receive are about retirement planning.  So for this reason, we’ve become well-versed on the fire departments retirement benefits.  We can review your pension options, deferred compensation plan and other retirement accounts.  We like to take a holistic view to retirement planning with the focus on achieving YOUR financial goals.  We start by discussing and clearly defining your retirement goals; like retirement age, income needs and wants, and special circumstances.   We then analyze this information to create a financial plan.  The next step is to put the plan in action and then continuously monitor the plan to make you are on the right track to your retirement goals.

Here is a sample of a retirement plan that we can create for you:

 

MONEYGUIDE PRO SAMPLE  

 

If you’d like to get started on this process before meeting with us, here are some of the forms to get started:

 

MONEYGUIDEPRO RETIREMENT LIFESTYLE WORKBOOK 

MONEYGUIDE PRO ASSET ALLOCATION QUESTIONNAIRE

MONEYGUIDE PRO BUDGET WORKSHEET 

 

Schedule an appointment to learn more about how we can help you plan for retirement.

 

 

Non-deposit investment products and services 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 insured by American Share Insurance (ASI) 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. Firefighters First Credit Union has contracted with CFS to make non-deposit investment products and services available to its members.



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