Retirement Planning
Available through CUSO Financial Services, L.P.
Many of us look forward to the day when they will be spending time with the grandkids and not time sitting traffic on the way to the office. However, retirement does not simply begin at 65; it’s a journey that begins today.
Make your appointment to build a financial plan that will help you to uncover:
- Which investment strategy is appropriate for you, your family, and your future
- Review the investment vehicles used to 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 it may affect your long and short-term goals
Jack Vadnais, CFP®
Financial Advisor
CUSO Financial Services, L.P.
at Freedom Credit Union
(413)750-5724 office
(413)575-5483 cell
jack.vadnais_freedomcu@cusonet.com
Investment products and services offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer, are not NCUA/NCUSIF insured, investments not Credit Union guaranteed and may lose value. Representatives are registered through CFS. (Member FINRA/SIPC)
