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South Metro Federal Credit Union Investment ServicesSouth Metro Federal Credit Union Investment ServicesSouth Metro Federal Credit Union Investment ServicesSouth Metro Federal Credit Union Investment Services
  • Investment Services
    • Financial Planning
    • Nearing Retirement
    • Retirement Planning
    • Life Insurance
    • Saving for College
    • Estate Planning
    • Income Strategies in Retirement
    • Consolidating Retirement Accounts
  • CFS Advisor
    • Kristin Chim, CFS®
  • Calculators
    • Retirement Calculator
    • Investing Calculator
    • IRA Options Calculator
    • 401k Calculator
    • College Calculator
    • Life Insurance Calculator
  • Contact Us
  • Southmet.com

Figure out your financial goals We can help you create
your own personalized financial plan
Learn More
Save now and celebrate later Education savings plans can
help take the stress out of college
Learn More
Envision your
retirement lifestyle
Calculate what you may need
to save for retirement today
Learn More
We can help you prepare for your future Start planning for your retirement today Learn More Family comes first Life insurance plans can help
protect the ones that matter most
Learn More
Work Towards The Life
You Want In Retirement
We can help you generate
income for your retirement
Learn More

Lifestage Calculators

Use our tools to help plan for important financial milestones. Calculate the results, download your custom report, and share the findings.

Retirement Calculator

Investing Calculator

401k Calculator

College Calculator

IRA-Options Calculator

Life Insurance Calculator

Investment Services

See how we can help you reach your goals.

Connect with a CFS* Advisor

Learn more about our investments & insurance team.

Login to Your Account

Easily view your investment portfolio online

*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.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

Phone: (952) 445-0888 x719

Email: kristin.southmetro@cusonet.com

2573 Credit Union Drive
Prior Lake, MN 55372

Quick Links

Investment Services

Our Investments Team

Contact Us

Southmet.com

Financial Calculators

Retirement Calculator

Investing Calculator

IRA-Options Calculator

401k Calculator

College Calculator

Life Insurance Calculator

Copyright 2018 CUSO Financial Services, L.P. | All Rights Reserved
  • 401k Calculator
  • College Calculator
  • Contact Us
  • Investing Calculator
  • Investment Services
    • Consolidating Retirement Accounts
    • Estate Planning
    • Financial Planning
    • Income Strategies in Retirement
    • Life Insurance
    • Nearing Retirement
    • Retirement Planning
    • Saving for College
  • IRA Options Calculator
  • Life Insurance Calculator
  • Our Investments Team
  • Resources
    • Articles
    • Videos
  • Retirement Calculator
  • South Metro Wealth Management
South Metro Federal Credit Union Investment Services