The business of investments can be
Financial goals, needs, priorities and risk tolerance change with age. Investment strategies change to suit changes in goals, priorities and risk tolerance.
Suggested Stages of the Life Cycle
- Early career phase (beginning of work life to age 35/40).
or establishment phase (age 35/40 – 55). Mid career
- Late Career of pre-retirement phase (age 55 – 65).
- Retirement years (age 65 and over).
What Our Clients Say About Us
The CUFMC has been our strategic partner in providing wealth management products and services to our members..Sherie Nash-Seymour
The CUFMC’s team, both at the leadership level and its staff, serves as a true reflection of a company that understands what is meant by “going the extra mile” to serve its clients.Elvis King
CUFMC has continued to be driven by a desire to serve the Credit Union’s best interests, rather than its own.Martin Blackwood