Let’s map the course to your financial goals.
From planning for retirement to paying for college, we make it a point to provide actionable guidance that helps you get to where you want to be. Because that’s what friends (and local financial institutions) are for.
PLAN FOR RETIREMENT
Go confidently toward your future.
Planning for retirement is one of the most important ways you can invest in yourself and your future. We can support you with:
Saving using a Traditional or Roth Individual Retirement Account (IRA)
Investing 401k funds, consolidating 401ks or rolling a 401k into an IRA
Understanding how much you’ll receive in Social Security benefits and planning the right time to withdraw benefits
Reviewing your overall financial strategy for retirement
SAVE FOR COLLEGE
Save for college like a bona fide smarty pants.
Thinking ahead for your kids? Smart. Our team is here to help you find the right investment vehicles for college savings like a tax-advantaged Education Savings Account (ESA) or a 529 Plan**.
CFS* WEALTH MANAGEMENT
Invested in your financial wellbeing at every turn.
We take a consultative approach to financial planning, no matter if you’re just getting started or are a seasoned investor. From personal financial planning to investment guidance, and from trusts to estate planning, we can help answer your questions. Did we mention that your first consultation with our team is free?
Check information on this firm with FINRA’s Broker Check.
As an Elevations member, your first consultation with a CFS* Wealth Management Advisor is free.
SAVE FOR NEAR-TERM GOALS
Expand your saving horizons.
Financial planning isn’t just about long-term goals. It’s about setting aside funds for every scenario — whether it’s planning a wedding, moving to a new house, buying a car, taking a vacation or just saving for a rainy day. We’re ready to discuss how you can reach all your goals — whether they’re happening sooner or later.
Ask us about:
Health Savings Accounts (HSAs)
Money Market Accounts
Coverage for your peace of mind.
We want you to be covered through all of life’s unexpected events, so we offer life insurance services through our CFS* Wealth Management program. We also partner with Liberty Mutual and other select organizations to bring you additional insurance solutions.
As an Elevations Credit Union member, you can receive:
It matters where you bank.
Invested in one another.
Empowering members with financial solutions and education is at the core of our credit union. That means we’ll always strive to act in your best interest.
For the community.
We offer the services you’d expect from traditional banks, but unlike others, our profits are reinvested back into our neighbors and local businesses.
We’re proud to earn local awards along Colorado’s Front Range for Best Bank, Best Mortgage Lender and Best Customer Service year after year.
Diversification and asset allocation are two investment concepts that are important to understand, especially if you’re just getting started with long-term goals in mind. Diversification helps limit exposure to loss in any one investment or one type of investment, while asset allocation provides a blueprint to help guide your investment decisions. Read our blog to better understand how these two concepts can help you put together a portfolio that meets your specific needs.
Retirement income planning*.
We’re committed to financial education and believe educated members make better financial decisions. Join us to learn about planning for when your retirement will start, how to estimate the amount of money you’ll need in retirement and investment strategies you should consider. This seminar is complimentary and open to the public.
Wednesday, Jan. 22, 12-1:30 p.m.
Elevations Longmont Learning & Development Center
*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. Elevations 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.
**There are fees associated with 529 savings plans. Investments in 529s involve investment risks. You should consider your financial needs, goals, and risk tolerance prior to investing. More information about 529 plans can be found in the issuer’s official statement or plan disclosure document which should be read carefully prior to investing. Most 529 plans are sponsored and administered by states. State tax benefits vary among the states and some offer residents additional tax benefits if they invest in their own state plan. Consult a qualified tax professional for more information.
TruStage® insurance products are made available through TruStage Insurance Agency, LLC. Life insurance, annuities, & accidental death & dismemberment insurance are issued by CMFG Life Insurance Company. TruStage® Auto & Home Insurance Program is issued by Liberty Mutual Insurance Company and other leading carriers. To the extent permitted by law, applicants are individually underwritten; not all applicants may qualify. Discounts are not available in all states and discounts vary by state. For auto insurance, a consumer report from a consumer reporting agency and/or motor vehicle report will be obtained on all drivers listed on your policy where state laws and regulations allow. Please consult your policy for specific coverage and limitations. The insurance offered is not a deposit, and is not federally insured, sold or guaranteed by your credit union.
Corporate Headquarters 5910 Mineral Point Road, Madison WI 53705