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It’s time to find out!

We can help you start the year on the right track with a Retirement Lifestyle Plan available through MoneyGuide Pro**. 

We know it’s easy to be discouraged or afraid of what you hear in the media and from friends. A Retirement Lifestyle Plan can help you feel better about today and have more confidence in your future.

When we sit down with you, we’ll go over the:

Six Easy Steps to a Retirement Lifestyle Plan

1.  Identify all your unique Goals and select the Importance of each.

2.  Identify the resources that will help fund your Goals.

  • Income Sources
  • Investment Assets
  • Savings
  • Other Assets

3.  Determine the balance of Risk and Return that is right for you.

4.  Create a personal Retirement Lifestyle Plan.
5.  Review and discuss your Plan results.

  • See how you’re doing now
6.  Implement your Action Items.
  • Establish the proper savings strategy
  • Implement an appropriate Asset Allocation strategy for your Investment Portfolio

Plan Long-term
The true power of your Retirement Lifestyle Plan doesn’t come from doing it once and forgetting it. Planning is an ongoing process. Your plan must be reviewed and updated at least once a year, and more often if you have significant changes in your Goals. Updating your plan regularly is the best way to put current events in perspective, decide what changes are appropriate, and help strengthen your confidence in the future.
 

To get started on a complimentary Retirement Lifestyle Plan, contact Drew Smart at (740) 597-2847,  drew.smart@oucu.org or complete this online request form.

Enjoy life today - without giving up your Retirement Dreams!

*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. Ohio University Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

**IMPORTANT: The projections or other information generated by MoneyGuidePro regarding the likelihood of various investment outcomes are; hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results.The return assumptions in MoneyGuidePro are not reflective of any specific product, and do not include any fees or expenses that may be incurred;by investing in specific products. The actual returns of a specific product may be more or less than the returns used in MoneyGuidePro. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment.