Retirement Planning | First Service Credit Union

Retirement Planning

We know retirement planning can seem complex and overwhelming. No matter where you are in your career, we'll develop a deep understanding of your needs and deliver tailored strategies to assist you in meeting your retirement goals – together. Let our team of professionals available through First Service Wealth Management create innovative strategies that lead to strength and stability in your financial future.³⁰

To make an appointment with one of our financial advisors, give us a call at 713-676-4356 or email us at WealthManagement@FSCU.com.

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Retirement Planning

Individual Retirement Accounts (IRAs)

⁷⁵ Start saving for retirement now with a tax-advantaged Individual Retirement Account (IRA). Our advisors can help choose from range of funds for both Roth and Traditional IRAs, so you can sit back and enjoy the potential tax-deferred or tax-free growth.

401(k) Rollovers

If you have recently changed jobs, a 401(k) Rollover⁷⁵ may be the right solution to maintaining your retirement savings progress. Our advisors can assist you in understanding your options. For example, moving your assets into a Rollover IRA gives your money the potential to grow tax-deferred, as it did in your 401(k).

Schedule an Appointment

To make an appointment with one of our financial advisors, give us a call at 713-676-4356 or email us at WealthManagement@FSCU.com.

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Benefits of Working with First Service Wealth Management

Our advisors can develop financial strategies to help improve your overall financial plan. Take advantage of our in-person consultative services and enjoy the following:

Professionally assisted securities trading

Access to Professional Portfolio Management

Comprehensive Portfolio Reporting

Online Access to Investment Portfolio Data

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[30] Non-Deposit Investment Products: First Service Wealth Management Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR2877186.1-12119-0122.

[75] Whole Life Insurance: TruStage® Whole Life Insurance is offered by TruStage Insurance Agency, LLC and issued by CMFG Life Insurance Company. The insurance offered is not a deposit and is not federally insured or guaranteed by your credit union.