Retirement Planning

Available through CUSO Financial Services, L.P.

Many of us look forward to the day when they will be spending time with the grandkids and not time sitting traffic on the way to the office. However, retirement does not simply begin at 65; it’s a journey that begins today.

Make your appointment to build a financial plan that will help you to uncover:

  • Which investment strategy is appropriate for you, your family, and your future
  • Review the investment vehicles used to build a retirement nest egg
  • Discuss risk assessment, time horizon and review various asset allocation models
  • Help you understand the ups-and-downs of the market and how it may affect your long and short-term goals

Jack Vadnais, CFP®
Financial Advisor
CUSO Financial Services, L.P.
at Freedom Credit Union 
Office: 413-505-5724
Cell:    413-575-5483

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/NCUIF 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. Freedom Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.