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Sound Credit Union InvestmentsSound Credit Union InvestmentsSound Credit Union InvestmentsSound Credit Union Investments
  • INVESTMENT OPTIONS
    • Retirement Planning
    • Job Changes & Account Rollovers
    • Asset Management
    • Educational Funding
    • Estate Planning
    • Insurance Planning
  • OUR TEAM
    • Andrew Lawrence
    • Beau Kelley
    • Mitch Hamilton
    • Richard Thomas, CRPC®
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How much will I need to save for retirement?

This pre-retirement calculator may help you determine how well you have prepared and what you can do to improve your retirement outlook. It is important that you re-evaluate your preparedness on an ongoing basis. Changes in economic climate, inflation, achievable returns and in your personal situation will impact your plan.

Calculate

Answer the questions and submit to calculate your results

Review

Use the analysis to review your results and download your custom report

Connect

Fill out the form and connect with an advisor to discuss your analysis

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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.

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.

  • Photo of Andrew Lawrence

    Andrew Lawrence

    Financial Advisor

    CUSO Financial Services, L.P. at Sound Credit Union

  • Beau Kelley

    Beau Kelley

    Financial Advisor

    CUSO Financial Services, L.P. at Sound Credit Union

  • Photo of Mitch Hamilton

    Mitch Hamilton

    Financial Advisor

    CUSO Financial Services, L.P. at Sound Credit Union

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253.383.2016

investments@soundcu.com

Sound Credit Union
P.O. Box 1595
Tacoma WA 98401

Quick Links

Retirement Planning

Job Changes & Account Rollovers

Asset Management

Educational Funding

Estate Planning

Insurance Planning

Our Team

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Contact Us

www.soundcu.com

Financial Calculators

Retirement Calculator

Investing Calculator

IRA Options Calculator

401k Calculator

College Calculator

Life Insurance Calculator

Copyright 2018 CUSO Financial Services, L.P. | All Rights Reserved
  • INVESTMENT OPTIONS
    • Retirement Planning
    • Job Changes & Account Rollovers
    • Asset Management
    • Educational Funding
    • Estate Planning
    • Insurance Planning
  • OUR TEAM
    • Andrew Lawrence
    • Beau Kelley
    • Mitch Hamilton
    • Richard Thomas, CRPC®
  • RESOURCES
    • Articles
    • Calculators
      • Retirement Calculator
      • Investing Calculator
      • IRA Options Calculator
      • 401k Calculator
      • College Calculator
      • Life Insurance Calculator
    • Videos
  • LOGIN
    • My Portfolio
  • CONTACT US
  • SOUNDCU.COM
Sound Credit Union Investments