Investment & Insurance Services

Roll-Over Your 401(k) or 403(b)

Have you recently changed jobs, are planning for early retirement, or are in need of a retirement check-up? And do you have a 401(k) or 403(b) plan that needs to find a new home? Our CFS Financial Advisors will help you roll over your 401(k) or 403(b) into an appropriate retirement account which could include the following:

-  Mutual Funds
-  Brokerage CDs
-  Stocks, Bonds & Munis
-  Annuities

Read on to learn more, especially how to setup your complimentary financial appointment today!

Available through CUSO Financial Services, L.P. (CFS)*

Rogue Federal Credit Union and CUSO Financial Services, LP (CFS), our full service broker dealer, provides you effective strategies in all areas of your Investment and Insurance needs. We are committed to helping you and your family achieve your financial goals. Regardless of where you are on the road of life - whether you're getting ready to buy your first home or planning for retirement -

Complimentary Financial Analysis/Review

• Financial Planning/Investments
• Individual PERS Review
• Financial education workshops for you or your business
• Mutual Funds
• Brokerage Accounts - Stocks and Bonds
• Retirement Plans - IRA's, 401(k), 403(b), SEP, SIMPLE
• Estate Planning
• Educational Funding
• Life Insurance
• Long Term Care Insurance
• Disability Income Insurance

Gary Duvall
Financial Advisor
gduvall [at] roguefcu [dot] org
Contact Information
541-858-7325
800-856-7328
1330 Poplar Drive
Medford, OR 97504

Chris Hilkey
Financial Advisor
chilkey [at] roguefcu [dot] org
Contact Information
541-858-7415
800-856-7328
1370 Center Drive
Medford, OR 97501

We are available to meet with you for a no cost, no obligation consultation and portfolio review. Call 541-858-7325 or elubonski [at] roguefcu [dot] org( e-mail) us to schedule your appointment with a Financial Advisor. It's the next step toward achieving your financial goals! Our advisors are currently securities licensed in AZ, CA, NC, HI, ID, NV, OR, and WA.