Financial Planning: A Roadmap to Your Future

Your life is full of challenge and opportunity. As you move through the various stages of life from young adult to the golden years, you'll likely buy a home, start a family, pay for your children's education, care for family members if they become ill, cope with the passing of loved ones, deal with changes in employment and eventually retire. Along the way, you'll want to enjoy all that life has to offer, including travel, recreation, personal development and more. And throughout, you'll want to provide the very best life for your family, while you're here, and after.

All of these events require financial resources. With good planning and the help of a seasoned advisor, you can map out a course to help ensure that you'll have the resources you need for every stage of life.

Your Mission Fed Investment Center, along with CUSO Financial Services, L.P. (CFS), our broker dealer, is here to help you do just that.

Getting on the road to success

Come into a Mission Fed Investment Center and have a seat with one of our seasoned representatives. We'll be happy to guide you through the steps of creating a solid financial plan, with no charge for consultation. Over the course of several meetings, we'll

  • Determine your ongoing life goals: What sorts of things do you want to be able to afford for you and your family? How much income do you want to have, and when do you want to retire? What will you need to set aside for emergencies? And what life style will you want to enjoy throughout? We'll answer these questions and more to see what resources you'll need.
  • List your growth and income goals: We'll determine the return your investments will need to provide, in the short and long term, to meet your ongoing life goals.
  • Identify your risk tolerance: What level of risk are you comfortable with when investing? We'll identify a mix of investment types that match your comfort level while helping to meet your growth and income needs.


Create a tailored investment portfolio

Based on all of the above information, we'll assist you in creating the optimal blend of investments, insurance and assets to help you reach your goals throughout all the stages of your life.

Tracking and adjusting

When you implement your investment plan with Mission Fed and CFS, you can count on ongoing advice and guidance to help make sure your portfolio continues to meet your goals. As market conditions change, we'll help you determine when it makes sense to alter your investment mix and strategy, and when it's best to stay the course. As always, there's never a charge for receiving this guidance at any time.

From the Credit Union you already know and trust

Isn't it comforting to know that the credit union you already trust with your savings and loans also provides access to lifetime investment planning advice, with the same care and objectivity you've come to expect from Mission Fed? It's all part of putting you, our member/owner, first. After all, that's our mission: to care for every part of your financial life with the best service and advice.

Get on the road now!

Let's start planning together today. Make an appointment at one of our Investment Centers to create your roadmap to a healthy financial life. Or call 800.286.9006 for more information.


*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. Mission Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.