Retirement Planning

How We’ll Help You Plan for Your Retirement

  • Determine which investment strategy is appropriate for you, your family, and your future
  • Review the investment vehicles used to help build a retirement nest egg
  • Discuss risk assessment, time horizon and review various asset allocation models
  • Help you understand the ups and downs of the market and how they may affect your long- and short-term goals

Many of us look forward to when leisure days will replace our work days. We can help you create a plan for getting there.

Our NEFCU Financial Group advisors will meet with you to uncover your needs and long-term goals, and then help you build a financial plan.

The Basics of a Financial P.L.A.N.

  • Pay Yourself First
  • Live Within Your Means
  • Assure Your Family’s Stability
  • Never Stop Learning

NEFCU Financial Group is available through CUSO Financial Services L.P.* on location at the credit union.