Pacific NW Federal Credit Union | Financial Planning

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Life is an incredible and complex journey. It's exciting, challenging, and full of surprises-good and bad. With any journey, it's necessary to have a map that will navigate you in the direction you want to go. A comprehensive personal financial plan is necessary to make the best out of any situation life brings. As careers, family matters and economic conditions change, so do your goals and objectives. That's why financial planning is an ongoing, dynamic process.

At PNWFCU, we are committed to providing our members with financial solutions for life. To help guide you through some of those decisions we provide our members the opportunity to speak with a CFS registered Financial Advisor who will monitor and assess your objectives as changes in your circumstances occur. Whether you're planning for retirement or funding your child's education, we can help you explore your personal options and develop an effective plan designed to help you meet your goals. At PNWFCU, we are committed to act in your best interest. So you can expect honest and intelligent guidance that will cater to your needs.

We can help you with whatever life stage you are at:

It's never too early, or too late to plan for your future.

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.