Financial Tools

When it comes to your lifetime investments, you want to rely on someone you can have confidence in. UKFCU investment services through CFS helps you make the most of your investments so you can live life to the fullest when it matters. The CFS investment services representatives will work with you to choose personalized investment products to meet your goals. We also work with CUSO Financial Services, L.P. to bring you a full range of investment products and quality investment services.*

Click any of the tools below to start planning for your financial future. Download your custom report, and share the information with your Investment Services Representative.

*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. UKFCU has contracted with CFS to make non-deposit investment products and services to credit union members.