Retirement Planning

With all of this time on your hands, what's next? Maybe you have some important questions about the retirement life. If so, we're happy to guide you when it comes to transitioning this exciting new phase of life.

Retirement Planning

Time to make these years more golden

The CFS Financial Advisors at HawaiiUSA can provide valuable guidance for all retirement topics, ranging from how you spend your money to how you spend your time. Let's work together to chart a new path for you.

  • We'll discuss your financial situation and if you have enough to retire and live comfortably 
  • Create a monthly budget for retirement
  • Discuss Social Security and when to begin taking it
  • Analyze retirement strategies in retirement
  • Look at how life will change and what you can do to maximize your quality of life

If you'd like a complimentary pre- or post-retirement consultation with one of our advisors, please call (808) 844.8338.

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. HawaiiUSA Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.