Life Events

Getting Started

The first step toward building a secure financial future is to begin building a financial investment plan. Despite all of the investment options out there, this can be a much easier step than you think. At PNWFCU, our CFS Financial Advisor will meet with you to learn your needs and long-term goals, and then build a complimentary financial plan. The plan will include liquidity and emergency needs, possible college savings options, long-term care needs, insurance needs, and retirement goals. Our advisor can help you understand everything from investment terms to helping you plan for life events like getting married, continuing your education or buying a home.

Take your first step toward building a relatively secure financial future and call or email Aaron Brown, our CFS Financial Advisor, to set an appointment. Aaron is a registered representative through CFS, our broker dealer. He brings years of experience in planning and investments to his position, and is committed to providing members with the highest level of service to help them plan and invest for the future. He is here to answer your questions and help you get on a path toward a more secure financial future.

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