Retirement Planning

What’s your plan for retirement?

Whether retirement is years away or just around the corner, we are here for you with a complete range of financial products and services to fit your retirement goals. We leverage the experience and resources from CUSO Financial Services, Inc. to bring you the solutions you need for financial security in your retirement years.

• Financial strategy solutions
• Folio dashboard
• CUSO Financial Services
  
• Retirement savings
• Calculators
• Financial advisor

Disclosure: Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org) 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. IC Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Investment representatives at IC Credit Union are licensed to transact securities business in Massachusetts. For more information concerning CFS or its representative(s) associated with this site, please review FINRA Broker Check by accessing the following link and typing in the firm / representative information in the search field. http://brokercheck.finra.org/Search/Search.aspx