Pacific NW Federal Credit Union | Financial Planning

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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, James Hull, 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. James 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.

James Hull, AWMA®, CRPC®
CUSO Financial Services, L.P

Portland 503.258.2658
Outside local calling areas
1.800.444.5858 x2658
jamesh@pnwfcu.org

*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).