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Retirement Planning

A comfortable retirement is what you’ve worked for. Enjoy it.

Experienced Financial Advisors* at BCU Investment Advisors have a wealth of knowledge and resources to help you navigate from saving for retirement to living in retirement.

We provide answers to the most common questions members ask:

  • How can I generate the cash flow I need?
  • How do I avoid outliving my retirement assets?
  • How can my cash flow adjust to my changing needs in retirement?
  • What is the impact of inflation?
  • How can I minimize my taxes in retirement?
  • What portion of my assets can I leave to my family?

  • By offering the most realistic and relevant solutions, we can help you achieve the life you envision. Start having a conversation with a Financial Advisor today. It’s a great first step in achieving your retirement goals.

    To schedule a free, no-obligation appointment:

  • Contact us by email
  • Call us at 800-388-7000 x8700

  • *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. BCU has contracted with CFS to make non-deposit investment products and services available to credit union members. BCU Investment Advisors is a trade name for the investment services available at BCU.