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, a 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. We 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.
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.
