Wealth Preservation

Wealth Preservation

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To pass your assets onto the next generation, a sound estate plan is key to ensuring your assets will be distributed the way you wish. A friendly financial advisor at Rogue Credit Union can help develop a personalized financial strategy to help preserve wealth during your lifetime and minimize your future estate tax liability.  A key benefit of choosing Rogue Credit Union to assist you is the personal one-on-one service you'll receive as we look at the best options for you personally. We look forward to talking with you in person, give us a call and set-up an appointment or click here.

*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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