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CREATE INCOME FOR WHAT’S NEXT

Millions of Americans in retirement may be scrambling to find ways to make ends meet without the income from a full-time job.

 

Fortunately, there are several possible solutions available for those looking to increase their income during their non-working years. At Workers Credit Union one of our CFS* Financial representatives available through CUSO Financial Services, L.P. can help you work to overcome several retirement income challenges and create a predictable income stream by:

  • Identifying your basic and discretionary expenses
  • Anticipating any future one-time or additional expenses
  • Evaluating and optimizing current sources of retirement income
  • Developing a personalized income strategy
  • Addressing ways to manage the on-going changes in healthcare during retirement

To learn more about generating income in retirement, contact us today to schedule a complimentary, no-obligation appointment.


Contact us to schedule a complimentary, no-obligation appointment.






Give us a call at 800-221-4020.
Our member service representatives will be happy to assist you.

Disclaimer

*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.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

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