Committed to Your Investment and Retirement Needs
If you are contemplating your retirement options, it may benefit you to sit down to discuss them with one of our financial advisors. They will gladly help you set a strategic course that will give you the best chance of reaching your financial goals. They can offer you a second opinion on your existing portfolio with no obligation.
IRAs, 401(K), 401K Rollovers, Annuities and Portfolio Review
Various products including Mutual Funds, Stocks, Bonds, Real Estate, and Insurance.
Life Insurance: Term, Whole Life, Variable, Universal Life policies, Long-Term Care
Developing a comprehensive plan to manage your assets
Helping you create a plan to invest in your higher education goals
Why Might You Need Financial Planning Assistance?
No matter your current financial standing, there are many reasons to seek investment assistance.
- Saving for Retirement: Analyzing your retirement goals and creating a plan for a financially successful retirement.
- Investment Portfolio Analysis: Your needs change over time; it’s important to have a plan based on your goals and evolving needs.
- Changing Jobs or Starting a New Career: Reviewing retirement plan options from past and present employers.
- Protecting Your Family: Reviewing current insurance policies and how your needs fit into your overall plan.
- Investing in College: Choosing the right type of account and making a plan.
- Preserving Wealth: Creating a lasting legacy for you and your family.
Investment Services Team
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Ken Toops
Ken Toops
Financial Advisor
Serving the Alachua County, Lake City, and Starke Regions
Meet Ken -
Jerry Johnson
Jerry Johnson
Financial Advisor
Serving the Marion and Volusia County Regions
Meet Jerry
DISCLOSURES
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.
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.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.