Investments

The very word "investing" can be frightening for some people. That may be true for you. And yet, you may already be investing, without even knowing it. If you have money in a savings account, if you own savings bonds, or a rental property, you are already an investor. You have put some money away in the hope that it will be worth more at some time in the future. So, it really is a matter of learning about other kinds of investments with which you might not be so familiar.

The CFS Financial Advisors at L.A. Financial Credit Union will take the time to educate you so that you become comfortable with the many different kinds of investments available. They will discuss with you your time frame (short, medium or long.) What is your investment objective: are you retired and wanting more current income or are you young, hoping to have your dollars grow over time? Your Advisor will help you to assess your tolerance for risk. For instance, are you someone whose investments should be guaranteed? Or, are you able to tolerate some or a great deal of fluctuation in the value of your accounts? Your Advisor will discuss with you the impact of taxes on different kinds of investments. Perhaps a tax-deferred or tax-free investment would be suitable for you.

Following a thorough discussion of these and other important considerations, your Financial Advisor will recommend specific investments tailored to your situation. They will help you with all the necessary paperwork. You and your Advisor will review your accounts on a regular basis.

Investing need not be frightening. When you work with a Financial Advisor, have all your questions answered and choose investments suitable for your individual situation, it can be a very satisfying and enjoyable experience.

Call Stephan Winn at 800.894.1200 ext. 8244 to set an appointment.
Stephan is FINRA registered in the following states: CA & AZ
California Insure License #0F75218


Stephan Winn, Financial Consultant registered through CUSO Financial Services, L.P., can help you plan for a relatively secure retirement and other financial goals through stocks, bonds, annuities, life insurance, and a wide range of mutual funds. The Investment & Insurance Services Program is a financial management service designed to help you organize your financial affairs and plan for the future at no cost or obligation. The job of our Financial Advisor is to help you assess the risks to which you may be exposed. We then help you to calculate the financial impact of those risks. Then, we provide you with the products to help meet your goals.

Call Stephan Winn at 800.894.1200 ext. 8244 to set an appointment. You will sleep better knowing that you have a plan to help protect yourself and your loved ones.

Insurance products offered through CUSO Financial Services, Inc.

Securities offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, not Credit Union guaranteed and may lose value. Financial Advisors are employees of CFS and are registered through CFS, (Member FINRA/SIPC).

For Specific tax advice, please consult a qualified tax professional.



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Disclaimer: L.A. Financial Credit Union is not responsible for the privacy practices or the content of web sites which we may provide a link to. While all efforts are made to maintain the accuracy of information presented on the L.A. Financial Credit Union web site, we cannot guarantee that all information is current. Please contact the Credit Union call center directly for the most current information at 626.792.7441 or Toll-Free 800.894.1200.