Pacific NW Federal Credit Union | Financial Planning

Life Events

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.

We offer:

SEP, KEOGH and IRA Plans
Financial and Estate Planning
- Group Insurance
- Retirement Plans
- Key Employee Insurance
- Succession Planning

Our CFS* Financial Advisor Aaron Brown can help you and your employees develop an effective financial plan to help meet your personal and business goals. Call or email him today to schedule a complimentary consultation.

Portland 503.258.2658
Vancouver 360.693.7368 x2658
Hood River 541.387.4192 x2658
Outside local calling areas
1.800.444.5858 x2658

*Investments offered through CUSO Financial Services, L.P. (CFS), are not NCUA/NCUSIF insured, are not credit union guaranteed, and may lose value. Financial Advisors are employees of Pacific NW Federal Credit Union, and registered through CFS. Pacific NW Federal Credit Union is affiliated with CFS (member FINRA/SIPC).