Are you unsure about whether you’re on the right track with your savings and investments? Do you find yourself with new responsibilities, such as the care of a child or an aging parent? Are you facing a transitional life event, such as graduation from college, marriage, divorce, the sale of a business or a career change?

Consider seeking the advice of our Financial Advisors.

Did you know that Grow offers personalized financial planning? Our financial advisors are available through CUSO Financial Services, L.P. (CFS) to provide investment services, and you can schedule a complimentary consultation for help with all your financial planning needs. Make the most of your credit union membership today and put your money to work.

Why work with a Financial Advisor?

• They’re knowledgeable and passionate about applying their extensive skill set to help you. Whether you’re saving for retirement or college, trying to buy a house, or just need a little help managing your money, our advisors can help you get where you’re trying to go.
• Having someone who monitors the financial markets and trends every day is helpful. Not everyone has time or interest in becoming an expert about the markets and financial trends, so let the pros do this for you.
• Even if you have the knowledge and ability to manage your own finances, the financial world grows more intricate every day as new products and services are introduced, not to mention the continual legislative changes that can have a substantial impact on your investment and tax planning strategy.
• If you already have a financial plan, a Financial Advisor can act as a sounding board, giving you a reality check to make sure your assumptions and expectations are realistic. A financial professional may be able to help you see the big picture and make sure the various aspects of your financial life are integrated in a way that makes sense for you.

When should you consult a professional?

You don’t have to wait until an event occurs before consulting a financial professional. Having someone help you develop an overall strategy for approaching your financial goals can be useful at any time. But for many people, a specific life event can be a good time to seek financial advice. Such events might include:

• Graduation from college
• Marriage, divorce, or the death of a spouse
• Having a baby or adopting a child
• Planning for a child’s or grandchild’s college education
• Buying or selling a business
• Changing jobs or careers
• Planning your retirement
• Developing an estate plan
• Receiving an inheritance or financial windfall

If you think consulting an expert might be helpful for you, schedule your complimentary consultation. The sooner you get your questions answered, the sooner you’ll be on the road to an organized financial life and feel confident about your financial plan.

Questions? Contact a CFS Financial Advisor.

Grow has contracted with CUSO Financial Services, L.P. (CFS) to provide investment services, and your CFS Financial Advisor will help you build a plan that meets your needs. The advisor will look at your current spending, saving and investing, learn about your goals and priorities, make objective recommendations and support your efforts moving forward through the implementation and management of your plan.

Schedule a Complimentary Consultation

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. For specific tax advice, please consult a qualified tax professional.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2020.

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Posted In:

• Investment Education