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Los Angeles Police Federal Credit Union Investment ServicesLos Angeles Police Federal Credit Union Investment ServicesLos Angeles Police Federal Credit Union Investment ServicesLos Angeles Police Federal Credit Union Investment Services
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Financial Planning

As a member of Los Angeles Police Federal Credit Union,  you have access to CUSO Financial Services, LP’s* knowledgeable Financial Advisors.

In today’s market, it’s essential to work with a Financial Advisor who can provide you with insight and guidance based on an understanding of your unique situation. Because you are a valued LAPFCU member, CFS can provide you with a complimentary, no obligation financial review that blends advanced technology with the experience of an Advisor.

A financial plan can help you have more confidence in your financial future.

During our meeting, we’ll go through these six steps:

  1. Identify your unique goals and the level of importance of each goal specifically
    • Income sources
    • Investment assets
    • Savings
    • Other assets
  2. Identify the financial resources that will help fund the achievement of your goals
  3. Determine the balance of investment risk and return that is appropriate for you
  4. Create your personal plan outlining the investment and insurance services needed to help achieve your retirement goals
  5. Review and discuss your plan results together
  6. Take the steps to put your plan into action
    • Review your Social Security strategy
    • Establish the proper savings strategy
    • Implement an appropriate asset allocation strategy for your Investment Portfolio

With this deep-dive research meeting, it is our goal to enhance your investment experience and better recommend strategies and solutions to meet your long- and short-term financial objectives. A CFS Financial Advisor will offer  investment solutions to better serve our clients’ needs; including diversification in accordance with a client’s goals and objectives, active account management and account re-balancing where appropriate.

Completing your personal financial plan together is a beneficial step toward identifying prudent investment solutions for your needs.

If you would like to learn more about CFS and our services, feel free to contact us at 877-695-2732 extension 7 or stop by your local LAPFCU branch.

*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.

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.

  • Chris Ellis

    Financial Advisor

CFS

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Copyright 2018 CUSO Financial Services, L.P. | All Rights Reserved
  • HOME
  • INVESTMENT SERVICES
    • Financial Planning
    • Nearing Retirement
    • Retirement Planning
    • Life Insurance
    • Saving for College
    • Estate Planning
    • Income Strategies in Retirement
    • Consolidating Retirement Accounts
  • OUR TEAM
    • Chris Ellis
  • RESOURCES
    • Articles
      • Understanding Investment Terms and Concepts
      • Investing for Major Financial Goals
      • Understanding Risk
      • Handling Market Volatility
      • Choosing a College Savings Plan
      • Estimating Your Retirement Income Needs
      • Closing a Retirement Income Gap
      • Understanding Social Security
    • Calculators
      • Retirement Calculator
      • Investing Calculator
      • IRA Options Calculator
      • 401k Calculator
      • College Calculator
      • Life Insurance Calculator
    • Videos
      • Financial Planning Basics
      • Investment Basics
      • College Planning
  • CONTACT US
  • LAPFCU.ORG
Los Angeles Police Federal Credit Union Investment Services