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Nearing Retirement

Save a little today, so you can enjoy more tomorrow.

You may have an idealistic vision of retirement–doing all of the things that you never seem to have time to do now. But how do you pursue that vision? We will help you build a plan to get the most out of your retirement.

Many of us look forward to the day when we’ll be spending time with the grandkids and not time sitting in traffic on the way to the office. However, retirement does not simply begin at 65; it’s a journey that begins today.

At Canopy Credit Union one of our CFS Financial Advisors available through CUSO Financial Services, L.P. * can meet with you to uncover your needs and long-term goals, then build a financial plan, that will help you to understand:

  • Which investment strategy is appropriate for you, your family, and your future
  • Various asset allocation models and investment vehicles used to plan for a comfortable retirement
  • Your risk tolerance and time horizon
  • The ups-and-downs of the market and how they may affect your long and short-term goals

Contact us today to learn more about our retirement planning options and schedule a complimentary, no-obligation appointment.

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Our business is built on a foundation of thoughtful client relationships. Whether you are nearing retirement age or have investment questions, we are here to guide you every step of the way.

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