Whether you are just starting out, nearing retirement, or somewhere in between, you need to have a clear plan to reach your financial goals.

    iQ Credit Union cares about our members and their financial well-being. That's why we offer investment and retirement services through CFS, to help create a financial plan to help you meet every one of life’s milestones.

     

    How Can We Help You Today?

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    Retirement Planning

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    Financial Planning

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    Education Planning

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    Retirement Income Planning

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    Business Investment Services

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    Insurance

    Our Planning Process

    Your CFS Financial Advisor will help you build a plan that meets your needs.

    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.

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    Our Planning Process

    Build your financial "home" today with the help of our CFS* advisors at iQ

    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".

    Learn More

    Financial Strategies for Every Stage of Your Life

    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.

    Schedule Financial Check-up

    Get Started Planning for Your Future

    Get started on your future! Not sure where to start, or wondering how to get more returns on your savings? Our investment and retirement services team available through CFS offers:
    • Retirement planning
    • Financial planning
    • Education planning
    • Investment services for businesses
    Contact a member of our investment team available through CFS for a complimentary review of your goals and financial strategies.

    Schedule Financial Check-up

    Every Business Needs a Retirement Plan

    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:

    • Creates tax benefits for you, your business, and employees
    • Improves employee retention by increasing loyalty and morale and instilling a sense of financial security
    • Provides an attractive benefit you can offer to recruit, reward, and retain your valuable employees
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    How much will I need to save for retirement?

    This pre-retirement calculator may help you determine how well you have prepared and what you can do to improve your retirement outlook.

    Calculate Today
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    What may my 401k be worth?

    Use this calculator to estimate how much your plan may accumulate for retirement.

    Calculate Today
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    How much will I need to save for college?

    Use our college savings calculator to determine how much you should be saving for college on a regular basis.

    Calculate Today
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    E-BOOK

    Financial Survival Guide

    Prepare for future financial success with iQ's Financial Survival Guide. which covers everything from personal loans to mortgage refinancing.

    Download Guide
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    E-BOOK

    Get a Fresh Start with Debt Consolidation

    Searching for ways to pay off your debt quickly and easily? Download iQ's Debt Consolidation E-Book to learn how you can attain financial freedom.

    Download Guide
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    E-BOOK

    The Ultimate Guide to Simple Savings

    In iQ's Ultimate Guide to Simple Savings, we unpack key topics and strategies that can lead to money-saving success and financial freedom.

    Download Guide

    Already a client?

    You can log in at any time for a copy of the latest statement or to view your investment portfolio.

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    Meet the Team at iQ Investment & Retirement Services available through CUSO Financial Services, L.P. (CFS)*

    Schedule Financial Check-up

    Jon Davis

    Program Manager, CUSO Financial Services, L.P. at iQ Investment & Retirement Services

    Jackie Keesee

    Investment Coordinator, CUSO Financial Services, L.P. at iQ Investment & Retirement Services

    Ryan Greenwood

    Financial Advisor, CUSO Financial Services, L.P. at iQ Investment & Retirement Services

    Eric Mazemke

    Financial Advisor, CUSO Financial Services, L.P. at iQ Investment & Retirement Services

    Christy Schwind

    Financial Advisor, CUSO Financial Services, L.P. at iQ Investment & Retirement Services

    Haley Poore

    Financial Advisor, CUSO Financial Services, L.P. at iQ Investment & Retirement Services

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    * 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.

    CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results. Financial Advisors 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.

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      If you use links provided on this iQ Credit Union web site to third party Internet sites and services, you acknowledge that you are leaving iQ Credit Union's website and are going to a website that is not operated by the credit union. iQ Credit Union is not responsible for the content or availability of linked sites. iQ Credit Union does not represent either the third party or the member if you enter into a transaction; and privacy and security policies may differ from those practiced by the credit union.

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