Saving for retirement is a must. But deciding what to do with your 401(k) plan assets can be complex. Your future is too important to risk making the wrong choices. Let our CFS^ Financial professional assist you in consolidating your retirement accounts and help you retire with confidence while you:
- Develop a retirement plan
- Potentially save money on annual fees
- Allocate, diversify and rebalance
- Simplify required minimum distributions Consolidate statements
Contact Kent today for a no-obligation consultation.
As a Velocity Credit Union member, you can take advantage of financial and retirement services provided by professional CFS^ financial advisor Kent Johnson, LUTCF, in our Retirement & Investment Services program available through CUSO Financial Services L.P.^. Kent is available to meet at any of our branches and will make an appointment with you at the location and time most convenient for you. Our CFS^ financial advisor provides objective wealth management products and services that include, but are not limited to: retirement, college saving plans, life insurance, and stocks, bond and mutual funds.
Check the background of this investment professional on FINRA’s BrokerCheck.
Are You Retirement Ready?
Kent can help you decide. Plan your complimentary visit today.
^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.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.