You have goals.
We can help you get there.
We understand that not everyone has the same goals in mind. That is why we implement a custom and individualized approach to creating a financial plan that will help make your goals a reality.
In today’s market, a Financial Advisor can provide you insight and guidance based on an understanding of your unique situation. At Peninsula Wealth Management available through CUSO Financial Services, L.P.*, one of our CFS Financial Advisors can offer you a complimentary, no-obligation financial review utilizing financial planning software, available through CFS*.
During our meeting, we’ll go through these six steps:
- Identify your unique goals and the level of importance of each goal
- Identify the financial resources that will help fund the achievement of your goals
- Determine the balance of investment risk and return that is appropriate for you
- Create your personal plan outlining the investment and insurance services needed to help achieve your retirement goals
- Review and discuss your plan results together
- Discuss the steps needed to put your plan into action
- Review your Social Security strategy
- Establish the proper savings strategy
- Discuss an appropriate asset allocation strategy for your Investment Portfolio
With this comprehensive meeting, it is our goal to enhance your investment experience and better recommend strategies and solutions to help meet your long- and short-term financial objectives. One of our CFS* Financial Advisors can offer investment solutions to better serve our clients’ needs; ones that include diversification in accordance with a member’s goals and objectives, active account management and account rebalancing where appropriate.
Completing your personal financial review together is a beneficial step toward identifying prudent investment solutions for your needs.
If you would like to learn more about our investment services, available through CFS*, feel free to contact us or stop by your local 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.
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.