First Steps to Investing

First Steps to Investing

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ONE STEP AT A TIME!

  1. Develop a Plan
    One of the best ways to work toward a financially secure future is to develop and maintain a personalized financial plan with an experienced Investment Representative at your side. Whether you are starting your first job, nearing retirement, buying your first home or scaling down to a post-retirement condo, your first step toward building your financial future starts today!
  2. Invest for the Future
    The personal attention and experience of a professional Investment Representative can help you choose effective investment strategies that meet your needs for your financial objectives and that match your tolerance for risk. If you’re a seasoned investor, or looking at investing for the first time we offer a wide range of investment services from simple savings programs to retirement or estate planning.
  3. Help Protect and Preserve Your Assets
    Once you have developed a plan and chosen your investments, it’s important to examine your tax situation and the need for insurance to help protect and preserve your assets. Careful planning will make it easier as you live through life’s inevitable challenges.
  4. Enjoy Life
    Rest easy knowing you’ve set a course for your financial future. As your goals change and your life takes different directions, our Investment Representatives, registered through CFS*, can guide you in your financial decisions along the way. Get more enjoyment out of your life and savor your dreams, because you’ve taken the steps to putting them within reach.
  5. Call Us to Get Started!
    Call us at 541-858-7328 to set up your no-cost consultation today!

*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.

Routing # 323274775

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