Do you have trouble keeping track of your investment and insurance accounts? How about 401(k) accounts from former employers and mutual funds to which you do not give much attention? Are your life insurance policies in a drawer someplace…maybe?
If this sounds familiar, you are in good company. Many people have acquired financial assets over the years, and they don’t understand what these accounts are, how they operate, how to read their statements or what to do with what they have accumulated.
If this describes you, wouldn’t it be a good idea to get a better handle on your hard-earned assets? A Financial Advisor with HawaiiUSA (available through CUSO Financial Service, L.P.) can lend a hand. We can help you to gather all of your information and make sense of it. You may be able to consolidate some accounts so that, instead of having four IRA’s, you have one or two. We would be glad to help. Just call us at (808) 844.8338 or stop in at any branch.
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.