The planning experience

Whether it’s for yourself, your family, or your business—achieving your financial goals means having a plan. Our process allows us to understand your objectives, circumstances, and concerns so that we can empower you to make better financial decisions. Let a CFS* Investment Advisor Representative located at Columbia Credit Union take you on a custom journey to assess where you are, where you need to go, and how to get there. We measure success one relationship at a time.

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Retirement
Planning

When do I want to retire? How do I create income that will last?

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Estate Planning
Strategies

Who do I wish to inherit my assets? What is the most efficient process?

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Insurance
Planning

How can I protect my assets in the event of a long term disability?

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Business Financial
Services

What can I do to attract, retain, and care for quality employees?

From the blog

5 Keys to Investing for Retirement

Making decisions about your retirement account can seem overwhelming, but following these basic rules can help.

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Find An Upcoming Workshop

OUR PROCESS

Discovery Meeting

An initial, no-obligation consultation to discuss the timelines, concerns, and personal objectives of your investment goals.

Education

Educating on the concepts, strategies, and disciplines unique to your specific identified objects so you’re empowered to make better financial decisions.

Plan Design

Identifying and modeling recommendations on features, costs, benefits, time horizons, and liquidity characteristics.

Implementation

Upon mutually agreeing to move forward, we’ll put our plan into action, guiding you through the process step by step.

Progress Review

On an ongoing basis, we’ll discuss changes in personal circumstances, quantify your progress, review asset allocation, and identify gaps, challenges, and opportunities.

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Smart decisions take good advice.

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Even if you’re contributing to a 401(k) or other plan at work, you might also consider investing in an IRA.

Though all investing involves risk, learn about six basic principles that may help you invest more successfully.

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Explore the ups and downs of the bond market, interest rates, and the impact of inflation on your overall return.

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Learn about the factors impacting your life insurance needs, such as family size, financial obligations, and goals.

What would happen if you were mentally or physically unable to take care of your affairs? Learn how planning ahead can help.

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How do you choose your plan? When should you enroll? Get information to help you when it’s time to make decisions about Medicare.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CUSO Financial”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through CUSO Financial: 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 CUSO Financial. Columbia Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions company and is not a Registered Investment Advisor or broker-dealer. Investment products, services and advice are only provided through CUSO Financial, a subsidiary of Atria.