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Savings & Retirement

What type of retirement Investor are you?

Whether you are 20 or 60 years old we all want to retire as soon as possible. It’s never to early or too late to start saving for your future. Let the Savings and Retirement Experts show you how to relish your earnings.

Learn More at Our Free Member Appreciation Cookouts!

  • Enjoy hot dogs & brats (11 a.m. – 1 p.m.)
  • Tuesday, July 7 - Minocqua Branch
  • Thursday, July 9 - Tomahawk Branch
  • Tuesday, July 14 - Wausau Branch
  • Tuesday, July 21 - Merrill Branch
  • Thursday, July 23 - Rhinelander Branch

Investment Services:

  • Retirement Planning — Custom fit an investment strategy that's in line with your current and future goals.
  • Qualified Plan Rollovers — Rollover your qualified plans with highly specialized assistance.
  • Retirement Income Planning — Account for your retirement income needs after the paychecks stop.
  • Estate Planning — Preserve your wealth from generation to generation.
  • Investment Portfolio Analysis — Stay informed of how your investments are performing and when to make adjustments, if needed.
  • Education Planning — Establish education portfolios for your children or grandchildren for their higher education dreams.
  • Life Insurance Planning — Determine your needs and the type of life insurance to fit your situation.
  • Comprehensive Review — Take a complete, bird's eye look at your financial needs and goals.

Securities offered through Packerland Brokerage Services, Inc., an unaffiliated entity. Member FINRA & SIPC. Nonbank / credit union products and securities are not insured by the FDIC/NCUA or any other federal government agency, and are not a deposit of, obligation of, or guaranteed by Park City Credit Union or Park City Investments located at Park City Credit Union. Investments are subject to investment risk, including possible loss of the principal amount invested

 

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