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Financial Planning for Small Businesses

Your small business can attract and retain top talent in this increasingly competitive job market by offering a retirement plan — even one that’s easy and inexpensive to set up and maintain. In a lot of cases, we’ll do most of the work for you. But which type of plan is right for your business and your employees? From 401(k), Simple IRAs, Payroll Deduction IRAs, Solo 401(k)s, or SEP IRAs, we'll take the guesswork out of selecting the right plan.

Contact us or schedule a no-obligation appointment today. Already working with a member of the ClearFuture Financial Team? View Your Investment Accounts Online with Member Portfolio View

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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.