Investments and Financial Planning
Investments

Most people want — and even expect — to have a comfortable financial future. But most people aren’t taking the steps necessary to ensure they’re adequately prepared. Americans aren’t saving enough. Their financial goals aren’t realistic or achievable.

 

 

 

What about you?

  • Will you have enough money to maintain your current lifestyle when you retire?
  • Are you concerned about meeting rising college tuition costs for your children?
  • Did you recently change or lose a job?
  • Do you know how you can save money on income or estate taxes?

Turning your financial goals into reality takes more than dreaming. Get the practical help you need to plan for your future.  Your first consultation with a financial advisor is FREE if you’re an Elevations Credit Union member.

Make an appointment by contacting Christi Smith at 303.443.4672 x 2240 or Christi.Smith@elevationscu.com.

Financial Advisors through CUSO Financial Services, L.P. (CFS)

Investment Resources

CFS Wealth Newsletter

November 2007: Investing Strategies [PDF]
Several studies have shown that proper asset allocation is one of the most important factors in determining an investment portfolio’s performance...

* eVision ® is a registered trademark of CFS. Complete pricing schedule is available online.
Products and services offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer and SEC Registered Investment Advisor, are not NCUA/NCUSIF insured, are not credit union guaranteed and may lose value. Independent Investment representatives are registered through CFS (member FINRA/SIPC).