Financial Plans
That Grow With You.
Whether you are planning for retirement, your child's education or your daughter's wedding, Cinfed is here to lend a helping hand.
We can analyze your current situation and help you establish your goals in order to design a strategy to accomplish those goals.
A few ways we can help you plan for the future:
Cinfed Investment Services, available through CUSO Financial Services, LP, an opportunity to meet your financial and investment goals.
David Bailey, our CFS Financial Advisor, will work with you to develop a personalized plan using his knowledge and experience. A longtime Cincinnati resident, Bailey has current FINRA registrations of 7, 63, and 65, and holds his Life, Health, and Annuity licenses. A graduate of the University of Cincinnati, he has more than 20 years of experience in the financial services industry with several local investment companies.
Cinfed Investment Services works with CUSO Financial Services, L.P., a brokerage firm which provides non-deposit investment services to credit union members nationwide. With the resources available through this nationally recognized provider, investors have the opportunity to make informed, strategic choices which they can track through a secure portal and mobile app.
Phone: 513-333-3901
Email: dbailey@cinfed.com
When it comes to your personal finances, think of it like a journey, where you have different financial needs at different times in your life. At some point, you may feel like you have enough money to begin investing. But how do you know?
Cinfed Investment Services:
- IRAs -Traditional, Rollover and Roth
- Retirement Planning
- Investment Analysis
- Estate Planning
- Stocks, Bonds and Mutual Funds
- Annuities - Fixed and Variable
- Retirement Account Analysis
- Insurance - Including Life, Health, Disability, Long Term Care & Medicare
- Employee Benefits
Invest Wisely With Flexible Cinfed IRAs.
Enjoy the consistent growth and peace of mind knowing your funds are federally insured by NCUA up to $250,000, plus an additional $250,000 provided by Cinfed through ESI, Inc. No annual maintenance fees.
Here are just a couple of IRA options that will help grow your money:
- Earnings on balance are tax-deferred
- Tax deduction for qualified tax payers
- Required distribution at age 70 1/2
- Earned income required
- $100 minimum deposit unless initiating a rollover or transfer
- Earnings on balance are tax-deferred
- Tax-free distributions (must be a qualified distribution)
- No required distribution
- No age limit
- Earned income required
- $100 minimum deposit unless initiating a rollover or transfer
Two Easy Ways To Sign Up For An IRA:
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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members