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RETIREMENT INCOME:

While saving for retirement is important, the way you manage your savings is just as crucial to think about. After all, your retirement savings will eventually become your income. Establishing a plan to have a successful retirement income is key, and luckily, we have a team of professionals who are here to help you. You can schedule a free one-on-one consultation in-person, over-the-phone or by video conference.

Let us help you:

  • Maximize your ability to enjoy retirement
  • Account for major factors, such as inflation or the impact of taxes
  • Manage the risk of unexpected life events
  • Manage the risk of outliving your income

READY TO BUILD YOUR PERSONALIZED RETIREMENT INCOME PLAN?

Fill out the form on this page to contact us today for a free consultation, or give us a call at 904.371.8076 (select option 9).

 


MEET YOUR COMMUNITY FIRST FINANCIAL ADVISOR TEAM!

Ken Millhone

Program Manager
CUSO Financial Services, LP
904.394.9658

Mark Fitzmorris

Wealth Advisor
CUSO Financial Services, L.P
904.371.7969
Mark Fitzmorris Bio

Zack Toelle

Financial Advisor
CUSO Financial Services, L.P
904.371.8074
Zack Toelle's Bio

Michael J. Young, CRPC®

Financial Advisor
CUSO Financial Services, L.P
904.371.8151
Michael J. Young's Bio

Edwin Reynolds

Financial Advisor
CUSO Financial Services, L.P
904.371.8113
Edwin Reynold's Bio

John Lunney

Financial Advisor
CUSO Financial Services, L.P
904.224.9007
John Lunney's Bio

Lisa Anderson

Financial Advisor
CUSO Financial Services, L.P
904.549.8568
Lisa Anderson's Bio

*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.

**Pacesetter awards recognize the top revenue producing advisors among hundreds of credit union and bank programs at CFS.