Let us help make a smooth transition.

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Smart saving is important.  Be prepared for the unexpected — as well as your dreams.  If you’re changing jobs, between jobs, or approaching retirement, our services include rollover authorization of your retirement savings such as your 401(k) or Individual Retirement Account (IRA), electronic transfer, investment strategies, distribution schedules, and more.  Rolling over your investments allows you to consolidate assets and take greater control of your investments.

You probably have many questions…

  • What is a 401(k)/pension plan?
  • When can I access these funds?
  • Where should I turn for good financial advice?
  • Why should I roll over these investments?
  • How can I limit the tax consequences of my actions?

Don’t get tripped up by retirement rollovers.  The experienced financial advisors located at Vantage West Credit Union can help with the fancy footwork.  You’ve worked hard for your money — now let the money you’ve saved work hard for your retirement.

Step confidently into your future.

There is no initial cost or obligation when you meet with a rollover specialist. We’ll take care of your rollover and investment needs so you can get on with your life — and feel safe knowing that you’re planning for a bright financial future.

To schedule your no-cost, no-obligation consultation or to learn more, contact an advisor online, call (520) 298-7882 / (800) 888-7882 (outside of Tucson), or drop by any Vantage West branch…today!

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.Not NCUA/NCUSIF/FDIC Insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker/dealer in all fifty states of the United States of America.

©CUNA Mutual Group