Retirement Management

A Clear Direction on the Road to Retirement

The Vantage West Financial Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
Most people concentrate on when they want to retire. But a more important factor to consider is how you will be able to retire.  Planning is critical, and we’re here to help.

  • What are your goals for your retirement journey?
  • How do you design and implement a retirement income plan?
  • How do you stay on track year after year?

We can guide you through important decisions so you can:

Plan your income sources in retirement.

  • What sources of income should I draw upon and when?
  • How do I go about setting up a regular income stream?

 

 

 


Overcome retirement income obstacles such as inflation, fluctuating investment returns and expensive healthcare.

Facing the new realities of retirement means being aware of factors that may impact your plan.  Inflation can affect the purchasing power of your retirement income.  Fluctuating investment returns can have a huge impact on retirees dependent on their investments for income.  Expensive healthcare costs are a big concern, and, ironically, the advances in healthcare that contribute to those rising costs present the possibility of outliving retirement assets.


Assess your personal view of risk.

Some people are so concerned about risk that they play it too safe and simply don’t enjoy their retirement years.  Others are too nonchalant and stumble into disaster.  There is a better approach… a process in which you consider your goals and size up the risks, and then make plans to ensure that your goals are met.


Ensure your income stays on track with your retirement goals.

Working with your representative, you should review your plan at least annually and make the necessary adjustments to keep your retirement income in line with your goals.

Vantage West Financial Advisors can help you with directions on your road to retirement.

To schedule your no-cost, no-obligation consultation or to learn more, contact an advisor or call 800.888.7882 or at one of our branches.  After you meet with us, saving for retirement will seem like second-nature.



Disclosures

The Vantage West Financial Advisors  program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

*Vantage West Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

©CUNA Mutual Group

FR-1943678.2-1219-0122