Planning for Retirement

Position yourself for a better tomorrow. We can help.

Saving for retirement is a journey; help secure your future. Whether you’re a few years out or getting ready to retire, we’ll work with you to make sure you’re on the right path for financial freedom.

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Planning for Retirement Cincinnati, OH | Retirement Planning Cincinnati, OH

Here's What You Need: 

As your financial partner, we have solutions to maximize your savings and set you on the path to success. 

Credit Cards

Everyday card options for your every day. Earn points for travel, merchandise, or more, or cash back on every purchase, every time. No matter your preference, we have a low-rate card for you. 

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Money Market Accounts

Give yourself a raise with higher dividends than a traditional savings account and maintain access to funds when you need them.

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Online Banking & Mobile App

Stay on top of your money in the comfort of your home or wherever you may travel. Create and follow budgets, pay bills, transfer money, and more, all from your computer, tablet, or smartphone.

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Home Equity Line of Credit (HELOC)

Your home's equity is a convenient way to boost your cash flow for a large project, purchase, or even consolidating your finances.

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Individual Retirement Account (IRA)

Retirement savings don’t need to stop with your 401k/retirement plan. Rest assured you're saving for your future with an area-leading IRA.  

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Investment Planning

Planning your financial future is important, wherever you are in life. Our advisors available through CFS are here to help  navigate the options available and find the best fit for you.*

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Legal Services

No matter your legal needs, having attorney services dedicated to providing you with the best advice and counsel is a must.**

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Seminar Series

From Estate Planning to Elder Law, we have seminars lined up throughout the year helping you map out your financial future. 

UPCOMING EVENTS
 

 

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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. General Electric Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.**Legal Services are available at the Financial Mall, located in our Reading Road office. The Financial Mall is provided through CUSO Corp. - a credit union service organization wholly owned by General Electric Credit Union. Legal Services are provided through the law firm of Wood & Lamping LLP. 

Questions? We're here to help. Contact us today.