Set up a plan that fits your retirement vision
Your life after work is worth it
Plan to make your tomorrow more prosperous
Not sure 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 build a plan to reach them.
Schedule a Consultation Meet our CFS* AdvisoRS
or Call 503-785-2561
We can help you:
- Create a retirement plan that helps you get on track to reach your goals
- Determine your spending needs, income sources and potential gaps in savings
- Roll over your accounts to consolidate your retirement assets
- Plan out your retirement income
- Plan for Oregon PERS, Social Security and Medicare benefits
- Make sure your plan withstands the effects of inflation
- Determine your possible need for Long Term Care Insurance
Let’s get started
Retirement planning gets more important with each passing day. So, where to begin? Start by contacting a CFS* investment professional with Advantis Wealth Management for a complimentary consultation. We’ll meet with you, listen to your goals and dreams, and work with you to help build your retirement plan.
*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.