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Advantis Credit Union
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Schedule a complimentary 60 Minute Retirement Checkup

from Advantis Wealth Management (registered through CFS*)

Retirement Checkup

Schedule a complimentary 60 Minute Retirement Checkup


Whether you’re just starting out – or approaching your retirement years – schedule a
complimentary 60 minute checkup to make sure you’re on track for the retirement you
want.

In just one hour, we can help you:

  • Assess your current financials and top priorities
  • Review your retirement goals and concerns
  • Get a second opinion on your retirement plan and investment portfolio (if you’re already working with another advisor)

With us you can plan for your tomorrow.

Our local and experienced CFS* financial advisors will get to know you, listen to your needs and concerns, and help you build a retirement plan that meets your unique goals.

In the meantime, get to know us! Visit www.advantiscu.org/investments to watch a video and meet Matt Russell, CRPC® and George Zimmerman, our CFS* financial advisors!
 

*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. **CUSO Financial Services, L.P. (CFS) and its Registered Representatives do not provide tax or legal advice. Clients should obtain their own independent tax and legal advice based on their particular circumstances. ***Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA, an investor should consider various factors, including but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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