Do you have a secure plan for retirement? We are here to partner with you to make smart decisions with your money.
Coastal members get a personalized Retirement Plan at no-cost!
- Connect with a CFS Financial Advisor to schedule your appointment.
- In preparation for your meeting, you will be asked to complete our retirement planning profile.
- During your meeting, we will review your data and discuss your retirement goals.
- Schedule a follow-up meeting to review your advisor’s observations and recommendations.
- Implement the recommendations you and your advisor agree on.
- Create a retirement review schedule to stay on track with your goals and address any life changing events.