Member Education

Your Financial Partner for Life

Accumulating Wealth

You've hit the top income-earning years. Your kids are grown up and out of college, and you may be nearing the end of that mortgage. With reduced debt, it may be time to think about further wealth accumulation options. You also may be in a better position to upgrade your home, buy a second one, take a vacation or entertain the possibility of making that big purchase! Although this is a stage where you can reward yourself, it's important that you don't get carried away at the expense of retirement or your longer term investment goals. It's time to get professional financial advice and diversify.

PNWFCU Financial Solutions

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*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.