When it comes to retirement planning, everything is personal!

Your retirement strategy is a highly individualized decision that should be based on your situation, retirement horizon and tolerance for risk. That’s why it’s important to work with a financial advisor who understands your goals and how you hope to reach them.

Most people don’t actually sit down and ask themselves the right questions on their own. That's where a CFS Financial Advisor* at Tech CU can help. Our CFS Financial Advisors* have been helping members develop sound investment and savings strategies for nearly 10 years.  A portfolio review with an advisor will give you the chance to evaluate your existing asset allocation and to design a personalized investment strategy.

Contact Tech CU Investment Services
Contact us today, and find out how we can help you minimize your financial risk and protect your assets. Set up an a no-obligation appointment with a Financial Advisor by calling  (408) 467-2390, or by sending a message to: invest@techcu.com

*Investments and investment advisory services offered through CUSO Financial Service, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are Not credit union guaranteed and May lose value. Tech CU is affiliated with CFS. Financial Advisors are employees of Tech CU and registered through CFS. (Member FINRA/SIPC).