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Getting a Handle on Your Investments

February 28, 2018 • General News

This week is America Saves Week and Financial Advisor Laura Zahn, CUSO Financial Services LP* (CFS), wants to help you get started on or revisit your current investments.

"Are you aware of what's in your investment portfolio, why it's in your portfolio, what it does for you, and if it's appropriate for you at your stage of life? After nearly a decade of positive stock market returns, for many people, it's been easy to "set it and forget it."

Having an investment review can be very helpful, and there is no charge to discuss your situation. I'm here because Spokane Federal Credit Union knows members need investment help, mostly with their retirement, which is often their biggest investment other than their home. If, after our meeting, you feel your questions were clearly answered and that you can benefit from my assistance, we invite you to choose CUSO Financial Services LP*.

I try to make your experience fun - or at least not painful - and easy to understand. It's important for me to keep our members educated throughout their investment journey. Call me today at 509.323.1323 or email me at Laura.Zahn@cusonet.com to schedule a time to sit down and discuss your future."

*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 CSF 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. **For specific tax advice, please consult a qualified tax professional. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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