LIFE STAGE FINANCIAL PLANNING


 

Throughout your lifetime, you will be faced with many financial decisions.  Managing these decisions now will have a significant impact on the lifestyle you will live in the future, and you don’t need to juggle them all on your own.  CFS* Financial Advisors at NASA Federal Credit Union are licensed professionals who can help you prepare and plan so that you can be confident in your financial decisions and enjoy every stage of life’s journey…

including when life throws curve balls!  They can come at any time, and without any notice. Being prepared for everything is difficult, but quality protection for yourself and your loved ones is possible with proper planning.  Connect with your CFS advisor to build a strong plan that will help you be ready, even for the unexpected!


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


CUSO Financial Services, L.P. and its representatives do not provide tax advice. For such advice, please contact a tax professional.