Deciding what to do with your 401(k) or 457(b) plan assets can be complex. Your future is too important to risk leaving it to luck or chance, but we can help. Our Investment Professional through CFS* can assist you in consolidating and diversifying your retirement accounts and help you retire with confidence by:
- Potentially saving money on annual fees
- Allocating, diversifying and re-balancing
- Simplifying required minimum distributions
As an F&A member, you have access to our knowledgeable CFS* Financial Professional Howard Wess, who can help you navigate through this decision-making process and uncover options best suited for your unique situation and goals.
Please call Howard Wess directly to set up an appointment at 323-980-5949 or send an email to firstname.lastname@example.org.
* 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. F&A Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.