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Partner Colorado Credit Union Investment ServicesPartner Colorado Credit Union Investment ServicesPartner Colorado Credit Union Investment ServicesPartner Colorado Credit Union Investment Services
  • Investment Services
    • Financial Planning
    • Nearing Retirement
    • Retirement Planning
    • Life Insurance
    • Saving for College
    • Estate Planning
    • Income Strategies in Retirement
    • Consolidating Retirement Accounts
  • CFS Advisor
    • Larry Nazarenus
  • Calculators
    • Retirement Calculator
    • Investing Calculator
    • IRA Options Calculator
    • 401k Calculator
    • College Calculator
    • Life Insurance Calculator
  • Contact Us
  • Partnercoloradocu.org

Nearing Retirement

  • Financial Planning
  • Nearing Retirement
  • Retirement Planning
  • Saving for College
  • Life Insurance
  • Estate Planning
  • Consolidating Retirement Accounts
  • Income Strategies in Retirement
Home Investment Services Nearing Retirement

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

At Partner Colorado Credit Union one of our CUSO Financial Services, L.P. (“CFS”)* Financial Advisors can 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 plan for a comfortable retirement
  • Your risk tolerance and time horizon
  • Help you understand the ups-and-downs of the market and how they may affect your long and short-term goals

To learn more about retirement planning, contact one of our CFS financial advisors today to schedule a complimentary, 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.

  • Larry Nazarenus

    Financial Advisor

Copyright 2017 CUSO Financial Services, L.P. | All Rights Reserved
  • Investment Services
    • Financial Planning
    • Nearing Retirement
    • Retirement Planning
    • Life Insurance
    • Saving for College
    • Estate Planning
    • Income Strategies in Retirement
    • Consolidating Retirement Accounts
  • CFS Advisor
    • Larry Nazarenus
  • Calculators
    • Retirement Calculator
    • Investing Calculator
    • IRA Options Calculator
    • 401k Calculator
    • College Calculator
    • Life Insurance Calculator
  • Contact Us
  • Partnercoloradocu.org
Partner Colorado Credit Union Investment Services