CFS - Financial Management Center

Move To Your
Retirement Goals

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Calculate what you need
to save today

Is my 401k
Enough to Last?

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Calculate what your 401k may be worth

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When is the
right time for
financial planning?

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Learn more about our
retirement & investment services

Welcome to the

Pasadena FCU Retirement &

Investment Services Center

Use our financial tools to:

Learn more about your financial independence through the CFS online modules.
Create a personalized road map to help you achieve your financial goals.
Schedule a no-cost, no-obligation appointment with one of our experienced CFS Financial representatives.

Get Started

Lifestage Calculators

Connect With a CFS Advisor

Welcome to the

PFCU Retirement &

Investment Services Center

Use our financial tools to:

Learn more about your financial independence through the CFS online modules.
Create a personalized road map to help you achieve your financial goals.
Schedule a no-cost, no-obligation appointment with one of our experienced CFS Financial representatives.

Get Started

Lifestage Calculators

Connect With a CFS Advisor

Check the background of this firm on FINRA’s BrokerCheck

*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.