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Retirement Planning

Retirement Planning

With all of this time on your hands, what’s next? Maybe you have some important questions about the retirement life. If so, we’re happy to guide you when it comes to transitioning into this exciting new phase of life.

Time to make these years more golden

The CFS Financial Advisors at HawaiiUSA can provide valuable guidance for all retirement topics, ranging from how you spend your money to how you spend your time. Let’s work together to chart a new path for you.

  • We’ll discuss your financial situation and if you have enough to retire and live comfortably
  • Create a monthly budget for retirement
  • Discuss Social Security and when to begin taking it
  • Analyze retirement strategies in retirement
  • Look at how life will change and what you can do to maximize your quality of life

If you’d like a complimentary pre- or post-retirement consultation with one of our advisors, please call (808) 844.8338.

*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.

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.

Registered Representatives 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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