Retirement Planning

What’s your plan for retirement?

Whether retirement is years away or just around the corner, we are here for you with a complete range of financial products and services to fit your retirement goals. We leverage the expertise and resources of the largest credit union broker/dealer—CUNA Brokerage Services, Inc.—to bring you the solutions you need for financial security in your retirement years.

Disclosure: Non-Deposit Investment and Insurance Products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union or the National Credit Union Share Insurance Fund (NCUSIF). Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

CBSI, AUT, GEN-3584201.1-0521-0623

*To learn more about the background of your financial advisor and the firm they work for, please visit BrokerCheck by FINRA.

IC Retirement Planning Service

Create Your Retirement Plan

Security and independence in your retirement
Plan for different retirement scenarios
Expert financial advice to make your money last

How long will my retirement savings last?

How to Get Started

Contact a financial advisor or an IC Federal Credit Union representative at (800) 262-1001.

Or Contact Us

If you have any questions left

Main Office

300 Bemis Road, Fitchburg, MA 01420

Main Office (800) 262-1001

Get in touch with us