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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

Income Strategies in Retirement

  • Financial Planning
  • Nearing Retirement
  • Retirement Planning
  • Saving for College
  • Life Insurance
  • Estate Planning
  • Consolidating Retirement Accounts
  • Income Strategies in Retirement
Home Investment Services Income Strategies in Retirement

Millions of Americans in retirement may be scrambling to find ways to make ends meet without the income from a full-time job, and trying to recover from recent market volatility.

Fortunately, there are several possible solutions available for those looking to increase their income during their non-working years. At South Metro Wealth Management, available through CUSO Financial Services, L.P. (“CFS”)*, one of our CFS* Financial Advisors can help you overcome several retirement income challenges and create a predictable income stream by:

  • Designing a retirement plan
  • Uncovering your basic expenses and discretionary expenses
  • Evaluating current sources of retirement income
  • Identifying potential gaps between income and expenses
  • Anticipating fixed and discretionary expenses in retirement
  • Positioning assets to generate income
  • Uncovering new sources of income

To learn more about generating income in retirement, contact us today to schedule a complimentary, no-obligation appointment.

*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.

  • Kristin Chim, CFS®

    Certified Fund Specialist
    Financial Advisor

Phone: (952) 445-0888 x719

Email: kristin.southmetro@cusonet.com

2573 Credit Union Drive
Prior Lake, MN 55372

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Copyright 2018 CUSO Financial Services, L.P. | All Rights Reserved
  • 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
South Metro Federal Credit Union Investment Services