Official Credit Union of UMass Athletics

Fis Professional Advice

Professional Advice for Your Individual Situation

An important part of your financial future is evaluating return on your savings and investments while assessing your tolerance for risk. One of the best ways to help you reach your investment goals is to make sure you have a financial plan. Our CFS Financial Advisors will make sure you are aware of the options available to you to help determine the investments that are suitable for your situation.

By learning about how different types of investments work, you can make informed decisions on the investments that best fit into your financial goals. Effective long-term planning and proper asset allocation is a key to financial performance over the long-term.

Our CFS Advisors will help you answer these key questions:

• What is your investment goal and timeline?
• Do you need income now, or are you looking to build your wealth?
• What is your tolerance for risk?

What is right for one individual may not be right for another. That’s why it’s important to lay out an investment strategy that works with your personal financial goals.

The practical and objective advice provided by our CFS advisors will help guide you in selecting suitable options for your unique situation. An annual review will help ensure that your strategy matches your changing lifestyle, and can help you adapt to changing market conditions. We’re focused on helping you satisfy your financial needs and achieve your financial goals, and we work toward that end, always keeping in mind your unique situation.

To make an appointment or just ask a question, call Financial & Investment Services at 800.852.5886 or email us today!

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. UMassFive College Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.