Financial Planning at SCCU
Developing a successful financial plan involves taking into consideration your personal goals and preferences in order to meet your unique needs. For example, financial planning can be used to set up a college fund for your children or a retirement fund for yourself. You'll also need to consider the level of investment risk with which you are comfortable and the amount of time you have to reach your specific goals.
SCCU provides the following financial planning services:
- Asset Allocation
- Comprehensive Planning
- Retirement Planning
- College Planning
- Estate Planning
- Insurance Review
*For tax advice, consult a qualified tax professional.
Products and services offered through CUSO Financial Services, L.P. (CFS), are not NCUA or NCUSIF insured, not credit union guaranteed, and may lose value. Financial advisors are employees of Space Coast Credit Union and registered representatives of CFS. Space Coast Credit Union is in partnership with CFS. (Member FINRA/SIPC)
