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Heritage Community Credit Union Investment & Retirement ServicesHeritage Community Credit Union Investment & Retirement ServicesHeritage Community Credit Union Investment & Retirement ServicesHeritage Community Credit Union Investment & Retirement Services
  • HOME
  • INVESTMENT SERVICES
    • Financial Planning
    • Nearing Retirement
    • Retirement Planning
    • Life Insurance
    • Saving for College
    • Estate Planning
    • Income Strategies in Retirement
    • Consolidating Retirement Accounts
  • OUR TEAM
    • Mike Selby
  • CALCULATORS
    • Retirement Calculator
    • Investing Calculator
    • IRA Options Calculator
    • 401k Calculator
    • College Calculator
    • Life Insurance Calculator
  • CONTACT US
  • HERITAGECCU.COM

Income Strategies in Retirement

  • Financial Planning
  • Nearing Retirement
  • Retirement Planning
  • Saving for College
  • Life Insurance
  • Estate Planning
  • Consolidating Retirement Accounts
  • Income Strategies in Retirement
Home Investment Services Income Strategies in Retirement

Millions of Americans in retirement may be scrambling to find ways to make ends meet without the income from a full-time job, and trying to recover from recent market volatility.

Fortunately, there are several possible solutions available for those looking to increase their income during their non-working years. At Heritage Community Credit Union Investment & Retirement Services, our CFS* Financial Advisor can help you overcome several retirement income challenges and create a predictable income stream by:

  • Designing a retirement plan
  • Uncovering your basic expenses and discretionary expenses
  • Evaluating current sources of retirement income
  • Identifying potential gaps between income and expenses
  • Anticipating fixed and discretionary expenses in retirement
  • Positioning assets to generate income
  • Uncovering new sources of income

To learn more about generating income in retirement, contact us today to schedule a free, no-obligation appointment.

*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.

  • Mike Selby smiling

    Mike Selby

    Financial Advisor

    CUSO Financial Services, L.P.
    CA Insurance License #0674252

Phone: 916.364.3050

Email: mike.selby@cusonet.com

707 E. Bidwell St.
Folsom, CA 95630

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Copyright 2018 CUSO Financial Services, L.P. | All Rights Reserved
  • HOME
  • INVESTMENT SERVICES
    • Financial Planning
    • Nearing Retirement
    • Retirement Planning
    • Life Insurance
    • Saving for College
    • Estate Planning
    • Income Strategies in Retirement
    • Consolidating Retirement Accounts
  • OUR TEAM
    • Mike Selby
  • CALCULATORS
    • Retirement Calculator
    • Investing Calculator
    • IRA Options Calculator
    • 401k Calculator
    • College Calculator
    • Life Insurance Calculator
  • CONTACT US
  • HERITAGECCU.COM
Heritage Community Credit Union Investment & Retirement Services