iQ Credit Union cares about our members and their financial well-being. That's why we offer investment services through CFS*, to help create a financial plan to help you meet every one of life’s milestones. Schedule time with one of our CFS Financial Advisors by choosing one of the options below:
Everyone strives for financial independence and a secure future. However, we know your financial needs change at various stages of your life. Stay on top of your investments and retirement planning with assistance from one of our CFS Financial Advisors. We offer a variety of tools and services that can help create a personalized roadmap to reach your financial goals.
Need more information? Schedule a no-cost, no-commitment appointment with one of our CFS Financial Advisors.
Not sure where to start, or wondering how to get more returns on your savings? Our investment services team available through CFS offers:
Contact a member of our investment team available through CFS for a complimentary review of your goals and financial strategies.
If you're a business owner, your needs are uniQue and your retirement plan should be closely aligned with your goals. By adding a business retirement plan to your employee benefits package, you can position your business for success, giving you the competitive edge you need.
A business retirement plan can help, or potentially:
We’ll start by taking a look at your current spending, saving and investing strategies. Then we'll talk about your goals and priorities, follow up with objective recommendations, and support your efforts moving forward through the implementation and management of your plan.
Another way to think of our planning process is as though you’re building a "financial house".
On the subjects of money and our financial future, we all have questions. At iQ, we find it helpful to think of these finances in the framework of a home.
An emergency fund, estate planning, and insurance are the foundation. Retirement, college savings, and debt make up the walls. Your lifestyle –both now and in the future– is the roof. Each aspect of our financial home is important and deserves the proper attention.
Properly building a real home requires a blueprint, and properly building your financial home requires a financial blueprint—or game plan. Click below to learn more about the three phases of the financial "home".
*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.