Investments & Planning

    Make smart moves with money.

    Retirement Planning

    Regardless of where you are in your retirement planning, we can help you take control of your retirement savings.

    • In depth analysis of existing plans
    • Customized retirement savings strategy
    • Account consolidations and rollover options
    • Diversifying and rebalancing your portfolio

    A Personalized Plan

    A successful retirement strategy requires a personalized plan, which is why Credit Human knows retirement plans should not be one-size-fits all. The CFS* advisors at Credit Human are committed to understanding your personal goals and creating a customized plan to help achieve them. A good plan starts with an objective. It’s important to consider things like when you plan to retire and what you’d like to do during retirement.

    Our registered CFS* Financial Advisors will be able to provide assistance on all aspects of retirement planning and will consider your full financial picture to determine the best way to help achieve your goals.  Schedule a complimentary consultation with your personal financial advisor to begin saving or do a detailed analysis of your existing plan.

    Wondering how much you will need to save to reach your retirement goals?  Get started with our retirement calculator.

    Ready to start planning for the future?

    Credit Human can help you with a customized financial strategy built around your personal goals and circumstances. Reserve your complimentary consultation today.

    Get Started

    * 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. Credit Human has contracted with CFS to make non-deposit investment products and services available to credit union members.