Retirement and Investments

Young confident man sitting in his office.























Creating a path toward your vision of retirement

KEMBA's Wealth Management team can provide individualized solutions and personalized service to help you work toward your retirement goals. Your journey is unique, and we'll tailor a wealth management plan specific to you.






Retirement Planning Services

Your vision of retirement is as unique as you are, and it deserves a tailored approach. Our experienced advisors take the time to understand your goals, assess your current financial situation, and evaluate the best strategies for your future.

Planning for Life Events

Finances can change dramatically as you enter different phases of life. Whether you're navigating major life events such as buying a home, funding your children's education, or planning for your retirement, we provide the essential information, strategies, and tools you need to stay on track.

Investment Planning & Support

Lean on our advisors for insight and information as you make your investment choices. Whether you're just beginning your investment journey or you're a seasoned investor, we’re here to provide the support and guidance you need.

Elder Care Planning

Your golden years can be more enjoyable when you plan a future that provides stability and peace of mind for you and your loved ones. From securing your income streams and managing healthcare costs to ensuring your legacy for future generations, we offer personalized solutions that protect both your lifestyle and your family’s well-being. Let us help you create a strategy that allows you to fully embrace the joys of your golden years.






























Disclosures
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. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

smiling elderly man
Business Resources

Looking for resources for your business?

KEMBA provides the tools and financial solutions business owners need to manage their business’s finances.


Find out more

Become a Partner

Get expert guidance for life's biggest financial moments.


Schedule an Appointment