Plan and invest with ClearFuture
Estate Planning
Estate planning is an important part of your personal financial plan, no matter your level of income. Even if you already have a will, an estate plan allows you to dictate how your assets will be transferred, reviews the tax considerations of those transfers, and makes sure someone you trust is handling your affairs in the way you want. Without an estate plan in place, the state will appoint an administrator to handle your affairs.
With the assistance of ClearFuture Financial available through CUSO Financial Services, L.P.* at 3Rivers, we can help can take some of the stress out of this planning process.
Already working with a member of the ClearFuture Financial Team? View Your Investment Accounts Online.
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Investments through CFS*
* 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. ClearFuture Financial is a trade name for the investment & insurance products available at 3Rivers Federal Credit Union
CUSO Financial Services, L.P. and its representatives do not provide tax or legal advice. For such guidance, please consult your tax or legal professional.