It’s never too early to start planning for your financial future. No matter where you are in life, United Investment Planning* is here to help you put your financial plan in motion.

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(Products and services at United Investment Planning are offered through CUSO Financial Services, L.P.)


Start planning for retirement with a CFS Financial Advisor* at United Federal Credit Union.

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Portfolio and Investment Analysis

In addition to helping you with active portfolio management, we can customize your portfolio based upon your financial plan.

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Changing Jobs

When you’re at a crossroads in your career, make the right plan for you.

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Life Events

Make informed financial decisions at critical life milestones.

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Meet our CFS Advisors

Our CFS Financial Advisors* are committed to understanding your specific needs.

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Take advantage of our investment events.

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Access Your Investment Accounts

Easy access to your investment accounts .

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