Retirement Planning
Services

Retirement Planning

Nobody’s retirement plans itself. Luckily, you don’t need it to. At Pacific Crest, through our relationship with CFS, we offer the financial tools you need to map out a plan to get there.

What's your destination?

Research the route

Learn more about your financial independence through the CFS online modules.

Make your roadmap

Create a personalized roadmap to help you achieve your financial goals, long-term.

Get some guidance

Get advice from an expert. Schedule a no-cost, no-obligation appointment with a CFS1 representative.

Trail Notes

This is an important question, so don’t leave it to guesswork. Use our retirement savings calculator to help you build your savings plan, so you can be sure to enjoy your destination once you arrive.

Let's get started

Visit a branch.
Find a location
Start planning your retirement.
CFS Financial Management
Give us a call.

(541) 850-7765

We’re a credit union. We’re your community.

Pacific Crest isn’t just a bank. We’re a financial co-op owned by 15,000+ people in the Klamath Basin and surrounding rural communities. In 2016 alone, we returned a financial benefit of over $16 million to our home and yours — by reaching out, giving back, and paying it forward.

Reaching out & building partnerships

Reaching out

At Pacific Crest, we build partnerships and provide services designed to make a difference, while devoting hundreds of volunteer hours every year to good causes.

Community involvement »

Giving back & donating to community

Giving back

We search for organizations that are making a positive impact in our communities, whose work has a ripple effect, and put our dollars where it means the most.

Donations »

Paying it forward with scholarships

Paying it forward

To help deserving students make a difference, we offer four $1,000 annual scholarships inspired by board members who made a difference at Pacific Crest.

Scholarships »

What is it like to be a member at Pacific Crest?

Ready to set out?

Visit a branch.
Find a location
Start planning your retirement.
CFS Financial Management
Give us a call.

(541) 850-7765

Disclosures

1) 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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

You are about to navigate away from Pacific Crest FCU’s website. Clicking on the link will take you to another website that is not operated by Pacific Crest Federal Credit Union. PCFCU is not responsible for the content of the third-party website or transactions between our members and the third-party website. The privacy & security policies of the third-party website may differ from Pacific Crest Federal Credit Union’s practices.

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