Financial Plans
That Grow With You.

Whether you are planning for retirement, your child's education or your daughter's wedding, Cinfed is here to lend a helping hand.

We can analyze your current situation and help you establish your goals in order to design a strategy to accomplish those goals.


A few ways we can help you plan for the future:

Cinfed Investment Services, available through CUSO Financial Services, L.P. , an opportunity to meet your financial and investment goals.1

Cinfed Investment Services:

  • IRAs — Traditional, Rollover, and Roth
  • Retirement Planning
  • Investment Analysis
  • Estate Planning
  • Stocks, Bonds and Mutual Funds
  • Annuities — Fixed and Variable
  • Retirement Account Analysis
  • Insurance — Including Life, Health, Disability, Long Term Care, and Medicare
  • Employee Benefits

1Non-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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members