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Plan for Income in Retirement with the help of your
exclusive CFS* Financial Advisors!

Complete the form below to contact a CFS* Financial Advisor.

Get Retirement Ready!

Whether you’re currently retired or planning for retirement, our Community First CFS* Financial Advisors can help you plan for retirement income, discuss estate planning, review your investment options, and more! You can schedule a free one-on-one consultation in-person, over-the-phone or by video conference.

  • Maximize your ability to enjoy retirement
  • Manage the risk of outliving your income
  • Manage the risk of unexpected life events
  • Build an Estate Plan to be in more control of your life

Complete the form to contact us today
for a free consultation, or give us a call at 904.371.8076 (select option 9).

*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. Community First Credit Union of Florida has contracted with CFS to make non deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.