Retirement and Investments

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Creating a path toward your vision of retirement

KEMBA's Wealth Management team can provide individualized solutions and personalized service to help you work toward your retirement goals. Your journey is unique, and we'll tailor a wealth management plan specific to you.

Retirement Planning Services

Your vision of retirement requires its own unique approach. Our advisors evaluate your options to create a personalized plan.

Investment Planning & Support

Lean on our advisors for insight and information as you make your investment choices. We provide as much or as little assistance as you require, based on your comfort level.

Planning for Life Events

Finances can change dramatically as you enter different phases of life. We'll help you make decisions for each stage by providing information needed to navigate your way.

Elder Care Planning

Your golden years can be more enjoyable when you plan ahead. We'll discuss your options for protecting you and your loved ones in the long term.

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. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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