Plan Your Future

ClearFuture™ Financial available through CUSO Financial Services, L.P. at 3Rivers is ready to provide you with the tools to build a strong future. Our financial consultants are ready to help you design, implement and monitor a plan to meet the financial challenges of life.

The goal of ClearFuture is to provide our members with the products and services needed to focus on goal-based financial planning and help members understand the recommendations being made and how they’re best suited for their unique situation.  


What’s Your Goal?

Creating a Financial Plan

Retirement Planning 

Saving for College 

Life Insurance

Estate Planning

Consolidating Retirement Accounts 

Retirement Planning Over 50 

Income Strategies in Retirement 

Schedule your no-obligation meeting to access the resources and professional expertise needed to build a strong financial future for yourself or your family.  They’re ready to put their experience to work for you. 

Has 3Rivers helped you set a solid plan for your future?  Tell us about your experience.

ClearFuture Financial Available through CFS at 3Rivers

 

*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.