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Nearing Retirement

Retirement does not simply begin at 65; it's a journey that begins today!

Let our Financial Advisor help you get started on your retirement journey!


At First Heritage Federal Credit Union Financial Services, our CFS* Financial Advisor can meet with you to uncover your needs and long-term goals, then build a complimentary financial plan, that will help you to uncover:
  • Which investment strategy is appropriate for you, your family, and your future
  • Review various asset allocation models and investment vehicles used to build a nest egg
  • Your risk tolerance and time horizon
  • Help you understand the ups-and-downs of the market and how they may affect your long and short-term goals




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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA(Opens in a new Window) / SIPC(Opens in a new Window)) 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.

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.