Your strategy for long-term financial success is not a one-time task. Life changes. Goals change. Your financial portfolio needs to change, too.
Now’s the time to talk with your financial professional and review your portfolio to help ensure you’re on track to meet your retirement goals. You can expect to:
- Review your investment mix.
- Rebalance your portfolio to reflect any change in your goals.
- Create new benchmarks to help you monitor your performance.
- Discuss the need for long-term care insurance if you don’t already have it.
- Review your estate plan.
Reach out to David Weis, our knowledgeable Financial Advisor available through broker-dealer CUSO Financial Services, LP (CFS)*. Schedule a no-cost, no-obligation appointment with him today to talk about your insurance needs. Call him today at 314.919.1058.
Visit David’s website
*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.
