It's important to know what you want from retirement.

A comprehensive retirement plan can give you more control over when you retire – and what your retirement will look like when it arrives. With our financial services program, you’ll receive retirement advice guided by credit union values. The Vantage West Financial Advisors program was designed exclusively for credit union members. You’ll receive the same level of personal service you’ve come to expect, along with sound financial advice from a trusted source.

Planning starts with your goals.

We begin by helping you identify your retirement date and long-term financial goals. Working together, we will review your options and outline a plan focused on making your retirement dreams a reality.

  • Coordinate retirement planning with other financial needs
  • Take advantage of tax-favored opportunities*
  • Regular checkups & adjustments to keep you on schedule
  • Peace of mind

Schedule a no-cost, no-obligation consultation with a Vantage West Financial Advisor today!

*Representatives are not tax advisors. For information regarding your specific situation, please contact a tax professional.

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.