Retirement Calculator

This pre-retirement calculator may help you determine how well you have prepared and what you can do to improve your retirement outlook.

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Life Insurance Calculator

Use this calculator to determine how much life insurance you will need to support you and your family.

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IRA Options Calculator

Use this calculator to help you determine whether or not you are eligible to contribute to both the Traditional IRA and Roth IRA and the maximum amount that may be contributed.

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Investing Calculator

Use our investing calculator to calculate the long-term impact of increased investing return.

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401k Calculator

Use our 401k calculator to estimate how much your 401k plan may accumulate and if it will be enough to last for your retirement goals.

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College Savings Calculator

Use our college savings calculator to determine how much you should be saving for college on a regular basis.

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*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.

For specific tax advice, please consult a tax professional.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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Wealth management

You’ve planned, saved and a put away for your retirement. Let our CFS Financial Advisors help you with your wealth management strategy.

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