Helping you plan for life.

Personal

Retirement & Investment Planning

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Be prepared with KEMBA’s Retirement Planning & Investment Services, available through CFS.1 Our mission is to help enhance the financial lives of the members we are privileged to serve by understanding the individualized needs of our clients and providing the personal attention our members deserve.

 

We provide:
• Retirement Services, such as plan rollover options,** traditional and Roth IRAs, and small business plans
• Financial Management, including financial planning, asset and debt management, and estate planning
• Insurance Solutions, made up of life, long-term care, and disability protection
• Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds
• Retirement Planning, such as income strategies, pensions, and social security


Click here to meet your investment team or complete the form below for more information.

Contact a CFS* Representative

1 Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRASIPC) 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. KEMBA Financial Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. **Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. 

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