Schedule a Complimentary Financial Review
and Start Your Retirement Lifestyle Planning

Investment Services available through CFS*

Complete the form to have a CFS* Financial Advisor contact you!

We help Florida state employees enrolled in DROP plan for their future.

Our CFS* Financial Advisors have already helped hundreds locally create plans for Florida’s Deferred Retirement Option Plan (DROP). Receive your complimentary financial review and start your retirement lifestyle planning today!

Here’s how it works:
1. Start with a complimentary financial review with a CFS* Financial Advisor from Community First Investment Services
2. They’ll then evaluate your current income, expenses, and your debts.
3. Next you’ll go over potential future income sources like Social Security, pensions, retirement savings, your investment portfolio and savings.
4. Your CFS* Financial Advisor will help you design a personalized strategy based on your goals

*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.