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Are you retirement ready?

We can help you navigate the three stages of retirement.

Kent JohnsonYou’ve worked your entire life for this moment. Retirement can be exciting, but planning for it? It’s overwhelming. Meet Kent Johnson, LUTCF, CFS* financial advisor located at Velocity Credit Union. He is a licensed professional, trained to objectively analyze your investment needs. Plan your complimentary visit with Kent today!

Pre-Retirement

We’ll help you identify your retirement goals and work with you to create a plan to reach them.

Retirement Transition

Navigating the complex requirements of retirement account consolidation and establishing a retirement portfolio can be confusing. Let us help.

Post-Retirement

Together, we’ll explore investment options to help supplement your retirement income.

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No obligation chat with Kent







    Email: [email protected]
    Phone: 512.469.7091

    *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 might involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make nondeposit investment products and services available to credit union members.