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FINRA Broker Check Login to Clear1 Impact CU Menu Financial Goals Getting Started Estate Planning Financial Planning Income in Retirement Life Insurance Nearing Retirement Rollovers Saving For College Advisor Financial Calculators 401k Calculator College Calculator Investing Calculator IRA-Options Calculator Life Insurance Calculator Retirement Calculator Retirement Income Calculator Resources Articles Events Contact Create a Retirement Lifestyle Strategy A financial plan can help take control of your financial future. Get Started Are you concerned with how much you have saved for retirement? Creating Income for What’s Next Learn More What may my 401k or TSP be worth? Calculate what you may need to help achieve your retirement goals. Get Started Getting Started? We can help you establish a strong foundation. Learn More How much will I need to save for retirement? Calculate what you may need to help achieve your retirement goals. Learn More Calculate what you may need to protect your family’s financial security. Learn More How Can We Help You? Life Insurance Saving For College Income in Retirement Work with a CFS* Financial Advisor Our CFS* Financial Advisors are available by appointment to meet and discuss your goals. Contact a financial advisor today to set up a complimentary, no-obligation meeting. Connect with An Advisor Plan for Your Financial Future Use these tools to help educate yourself on retirement planning and other life stages and share this information with a CFS* Financial Advisor to review in further detail. Learn More Schedule Your Appointment Full Name * Email * Phone * Δ Getting Started: Establishing a Financial Safety Net Financial Basics for Millennials All About Credit Scores Maintaining Your Financial Records: The Importance of Being Organized *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. The 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. CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results. Contact Us Full Name * Full Name Email * Phone * Δ Goals Getting Started Financial Planning Life Insurance Rollovers Nearing Retirement Estate Planning Income in Retirement Saving For College Calculators 401k Calculator College Calculator Investing Calculator IRA-Options Calculator Life Insurance Calculator Retirement Calculator Retirement Income Calculator © 2024 Impact Credit Union. All Rights Reserved....