Insurance & Retirement

Plan for the events you expect and those that you do not.

Retirement is a big part of a strong financial plan, but if the unexpected happens, insurance will give your family the security they need to move forward. The following articles will help put your financial house in order:

Retire In Style

Plan for a more financially secure retirement. The professionals at Firehouse Financial, available through CUSO Financial Services, L.P.*, can simplify the retirement planning process with MoneyGuidePro®.

Our MoneyGuidePro® tool helps you identify the things you want to afford in retirement and charts them in an easy-to-understand dashboard.

Compare what you want to spend, to what you’re on track to earn, and you’ll get a Confidence Zone score.

Make changes to your plan—like raise your retirement age—and watch your Confidence Zone score go up.

Learn More

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*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.