Retirement Planning

Couple riding bikes

Plan for tomorrow.

Are you confused or unsure about your retirement possibilities? You’re not alone. Whether you’re just starting out or nearing retirement, we can help you review your goals and put a plan in place to help reach them.

Schedule a consultation
CALL: 503-785-2574

We can help you with:

  • Building a retirement plan to help you get on track to reach your goals
  • Determining spending needs, income sources and potential gaps in savings
  • Account rollovers to consolidate retirement assets
  • Income planning for retirement
  • Planning for Oregon PERS, Social Security and Medicare benefits
  • Calculating the effects of inflation
  • Deciding the possible need for Long Term Care Insurance

Let’s start planning

You know the importance of planning for your retirement, and it’s becoming more important with each passing day.  So, where do you begin? Start by contacting a CFS* financial advisor with Advantis Wealth Management for a complimentary consultation. We’ll meet with you, listen to your goals and dreams, and work with you to build a plan for your retirement.

Schedule a complimentary consultation today:

Schedule a consultation now or call 503-785-2574

*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.