Pacific NW Federal Credit Union | Financial Planning

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Estate Planning

Estate planning can be a crucial part of financial planning. You have to think not only about your goals today, but also for future generations. Once you have planned retirement and invested wisely, it's time to focus on how your assets will be managed after your death.

There are many questions one must consider, such as: Who will take care of your finances when you are no longer able to do so? Where will your assets go when you pass away? How will your estate be taxed? At PNWFCU, we are here to answer these questions. We are dedicated to act in your best interest so you can feel confident your assets are distributed the way you desire.

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). For specific tax advise please consult a tax professional.