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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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    • Nearing Retirement
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Nearing Retirement

Many of us look forward to the day when we’ll be spending time with the Grandkids, instead of sitting in traffic on the way to the office. However, retirement does not simply begin at 65; it’s a journey that begins today.

A CFS* Financial Advisor will meet with you to uncover your needs and long-term goals, then build a complimentary financial plan, that will help you to uncover:

  • Which investment strategy is appropriate for you, your family, and your future
  • Review various asset allocation models and investment vehicles used to build a nest egg
  • Your risk tolerance and time horizon
  • Help you understand market fluctuations and how they may affect your long and short-term goals

To learn more about retirement planning, contact us today to schedule a free, no-obligation appointment.

*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