personal.

Investment Accounts

Want help to start building a successful investment portfolio plan? Vibrant is here to get you on your way. Our CFS* Advisors can help you manage your college, retirement, 401k and inheritance funds - helping you to live vibrantly at any stage of life.

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College

In a world of rising tuition costs, college planning is more important than ever. Set your kids up for success with a sturdy college savings plan. Our CFS Advisors can help by offering a thorough portfolio review that examines all the possible sources of education financing and the best way to grow and supplement those sources. Reach out to us to set your children down the road to a college degree.

Retirement

Make retirement the best years of your life with sound retirement planning. Our CFS Advisors will work with you to build a balanced investment portfolio to help support you long after you stop working. But don’t wait. The sooner you start saving, the better off you will be when it comes time to hang up your proverbial hat.

401(k)

Recently changed jobs and not sure how this affects your 401(k)? Fret not. Our CFS Advisors are here to advise you in all aspects of your 401(k) management. They will help you explore your investment to put you on the path to rock and roll into retirement.

Inheritance

Setting up your estate to minimize the tax burden you leave behind can be tricky. Luckily, you don’t have to go it alone. Our CFS Advisors will examine your current assets and help you put a plan in place to leave behind a positive financial legacy.

 

Ready to start planning for success?

*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. Vibrant Credit Union has contracted with CFS to make non-deposit investment products and services available to Credit Union members.