fbpx
Salal Credit Union

Retirement Planning

Retirement Planning Available Through CUSO Financial Services, L.P.*

Many of us look forward to the day when we’ll be spending time with our grandkids instead of sitting in traffic on the way to the office. However, retirement does not begin at 65; it’s a journey that begins today.

Adrian Hedwig, our CFS* advisor, will meet with you to uncover your needs and long-term goals, then build a complimentary financial plan to help you:

  • Discover which investment strategy is appropriate for you, your family, and your future
  • Review various asset allocation models and investment vehicles
  • Understand your risk tolerance and time horizon
  • Gain insight into the ups and downs of the market and how that may affect your long- and short-term goals

If you would like to learn more about retirement planning, please contact Adrian to arrange a convenient time for a complimentary, no obligation appointment.

Check Adrian’s background on FINRA’s BrokerCheck.

Adrian Hedwig, Financial Advisor
CUSO Financial Services, L.P.
P: 206.607.3481
adrianh.cfsinvest@salalcu.org

*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.