Enlist the Services of a Financial Advisor
The CFS* Financial Advisors at NASA FCU can help you handle the financial challenges that may await you in 2013, while helping you stay on track to reach your ultimate financial goals. What’s more, we’ll even make it easier for you to do it.
Simply set up a call or meeting with a CFS Advisor, being certain to share with your Advisor any major life changes you anticipate in 2013. Your Advisor will then help you compare your existing investment and retirement portfolios to your long-term goals and risk tolerance.
Maybe your investments didn’t perform as well as you’d like in 2012. Perhaps you’re seeking a more conservative portfolio as the timeline to your goals grows shorter. Or, possibly, market changes during 2012 caused certain types of your portfolio assets to grow while others dwindled.
Whatever your case may be, a CFS Advisor can help you determine if now is the right time to rebalance your portfolio and add asset classes that react differently to market conditions. To get started, visit us online or call us at 1-888-NASA-FCU (627-2328), ext. 592, to set up your complimentary, no-obligation consultation.
*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.