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Business Planning
Becoming a successful business owner means you not only have to worry about building a solid financial plan for yourself and your business, but also having good benefits available to your employees. Our complimentary financial planning services can help your business grow, attract quality employees, and provide your company with a long-term financial partner.
Through CFS* we can provide:
- SEP, Simple, Traditional and Roth IRA Plans
- Financial and Estate Planning
- Group Insurance
- Retirement Plans
- Key Employee Insurance
- Succession Planning
Portland 503.258.2658
Outside local calling areas
1.800.444.5858 x2658
*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. Pacific NW Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
