Developing a successful financial plan involves
taking into consideration your personal goals and preferences in
order to meet your unique needs. For example, financial planning
can be used to set up a college fund for your children or a retirement
fund for yourself. You'll also need to consider the level of investment
risk with which you are comfortable and the amount of time you
have to reach your specific goals.
SCCU provides the following financial planning services:
Asset Allocation
Comprehensive Planning
Retirement Planning
College Planning
Estate Planning
Insurance Review
*For tax advice, consult a qualified tax professional.
Products and services offered through CUSO Financial Services, L.P., are
not NCUA or NCUSIF insured, not credit union guaranteed, and may lose value.
Financial advisors are employees of Space Coast Credit Union and registered
representatives of CFS. Space Coast Credit Union is in partnership with
CFS. (Member FINRA/SIPC)
