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Retirement Planning

Available through CUSO Financial Services, LP (CFS)* 

No matter your life stage, it’s the right time to make a retirement plan. We can help. 

Schedule An Appointment with a CFS Financial Advisor* Meet Our CFS Financial Advisors

The Right Plan for Your Unique Goals

  • Our local experts will help you develop, implement, and monitor your financial strategy. 
  • We offer a variety of plans for individuals and small businesses. 
  • We’ll help you manage withdrawals and expenses from your retirement savings, as well as prepare for the unexpected. 
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Individual Retirement Accounts

We can help you keep your future on track (while still enjoying the present). 

  • Traditional Individual Retirement Account (IRA) 
  • Roth IRA 
  • Rollover IRAs 
  • Individual and Joint Brokerage Accounts 
Learn More

Small Business Retirement Accounts

Whether you’re a small-business owner or self-employed, we can help put you and your employees on the path to a secure retirement. 

  • Simplified Employee Pension (SEP) IRA 
  • 403(b) Plan Account 
  • 401(k) Plan Accounts (individual and ROTH)
Learn More
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A Calculated Future

Better understand your retirement planning needs and opportunities with our free online retirement savings calculator. See how long your retirement savings will last based on total savings, planned spending, and anticipated inflation rate.

Retirement Savings Calculator

Resources

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Plan For Retirement, Especially In Your 20s

Learn how to plan for retirement at an early age. The sooner you get into the habit of saving for retirement, the more time your money has to grow.

4 Ways To Watch Your Savings Grow

Conventional savings accounts offer the easiest access to funds but the lowest interest rates. Don't overlook certificate, money market, and health savings accounts as alternatives.

People making financial mistakes.

The Financial Mistakes of Our 20s and 30s

Start saving for retirement when you get your first job and you’ll develop a healthy savings habit that will serve you well down the road.

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Wants vs. Needs: Finding the Perfect Balance

Whether you’re creating a new budget from scratch or reviewing previous months’ expenses, it’s helpful to consider if those expenses fall into the category of a want or a need.

* Nondeposit 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. Nondeposit investment 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. SELCO Community Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members.