Warren Investment Services

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eVision® is a registered tradmark of CFS

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March 2010 Wealth News

Whether you are planning for retirement, or saving for your children's education, we can help you meet your goals.The Financial Advisor at Warren Investment Services is registered through our broker/dealer, CUSO Financial Services, L.P. (CFS).

Our experience in investing and building solid financial plan swill be beneficial as you strive to achieve your own financial goals.

A number of options are available through CFS to accommodate your unique and specific needs:

• Mutual funds
• Tax-deferred annuities
• Individual retirement accounts (IRAs)
• Roth IRAs
• Education IRAs
• 529 plans
• Custodial Accounts
• Retirement plans – 401(k), 403(b), SEP
• Education fund accounts
• Stocks
• Corporate and municipal bonds
• Money market funds

Our Financial Advisor can help you select the right investment product, properly allocate your assets, and establish your risk tolerance.

Set up a no-obligation financial consultation today!

Investment services offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer. Investments are not NCUA/NCUSIF insured or credit union guaranteed and may lose value. Investment Advisors are employees of Warren Federal Credit Union and registered through CFS (member FINRA/SIPC)

A systematic investment plan does not assure a profit and does not protect against loss in declining markets. Such a plan involves continuous investment, so investor should consider financial ability to continue purchases through periods of low price levels.

*eVISION® is a registered trademark of CFS.