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When you’re in your 50′s, retirement planning is more important than ever, especially considering many of us can expect to live well into our 90′s.

At First Heritage Federal Credit Union Investment Services, our CFS* Financial Advisor can help you create a financial P.L.A.N. and uncover ways to catch-up by:

  • Creating a Financial P.L.A.N. (Pay yourself first, Live within your means, Assure your families stability, and Never stop learning)
  • Helping you uncover the maximum contribution your allowed from your workplace retirement plan and Individual Retirement Accounts
  • Uncovering ways to take advantage of annual catch-up contribution provisions
  • Discussing ways to create multiple income streams

To learn more about retirement planning over 50, contact our Investment Advisor, Peter Perri, today by calling 607-937-1255 or via email at pperri.csfinvest@fhfcu.org to schedule a free, no-obligation appointment.

CUSO Financial Services

*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.

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.

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No Check or Deposit Fees