Planning for retirement can seem intimidating, but we make it easy. As a member you have access to a team of CFS* Advisors at Community First Investment Services, that specialize in helping members plan for retirement. With retirement so close in sight, now is the perfect time to get started on ensuring you have the kind of retirement you really want. Plus we provide complimentary financial reviews to help get you started.
Here's how it works:
- Start with a comprehensive review of your retirement goals with a CFS Financial Advisor.
- They'll then evaluate your current income, expenses and your debts.
- Next you'll go over future income sources like Social Security, pensions, DROP, your investment portfolio and savings.
- Our CFS Advisors will help design a personalized strategy.
Schedule your financial review today. Call us at 904.371.8076