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Retirement Planning

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Financial Planning

Education-Planning

Education Planning

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Retirement Income Planning

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Business Investment Services

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Insurance

Reach your Financial Goals

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

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.

Schedule an appointment to meet with one of our financial professionals by filling out the form below: 

 

Disclosures:

I&RS disclosure:
*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.

Promo related disclosure:

Offer valid through September 13, 2021 – October 31, 2021, for members who invest a minimum of $50,000 into a new or current investment account with CUSO Financial Services, L.P. (“CFS”), at iQ Credit Union. Funding may come from iQ deposits and/or funds held outside the Credit Union. Account must be funded within 45 calendar days of opening. Donations of $100 will be made to a local K-12 school of the client’s choice upon the completion of the promotion and confirmation of the account being funded. Donation may be provided to school district if individual school donation unavailable. Limit one donation per year, per member. Must be 18 or older to participate.

What's Your Risk Number?

 

Use our free tool to analyze how much risk you want, how much risk you need to take to reach your goals, and how much risk you actually have in your portfolio.

 
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Note: If clicking the button above does not load the questionnaire please click here.

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.

iQ Video

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

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".

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

Already a client?

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

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

Schedule Financial Check-up

Jon Davis-min

Jon Davis

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

Jackie Keesee-min

Jackie Keesee

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

Ryan Greenwood-min

Ryan Greenwood

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

Eric Mazemke-min

Eric Mazemke

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

Christy Schwind-min

Christy Schwind

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

Haley Poore-min

Haley Poore

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