Our CFS* financial advisor, Geoff Palenik, has obtained the Chartered Federal Employee Benefits Consultant SM certification, and is well versed in federal employee benefits, including the special provisions for air traffic controllers.
Through our complimentary consultations, we help you understand the many savings, retirement and insurance programs offered by the U.S. government, and identify potential gaps and alternative investment choices.
We work with you to better understand your retirement benefits under the FERS program, and help ensure you don’t miss any important steps that can impact your FERS benefits, and also align this program with your overall retirement plan.
The group life insurance products offered by the U.S. Federal government may not be enough to adequately protect your family. We can help you evaluate your current circumstances and advise you on possible alternatives to complement your current FEGLI policies.
We provide informative presentations and Q&A's on a wide variety of financial planning topics, from retirement planning to federal employee programs.
We'll come to you! Let us know the topic you're interested in, and we will conduct a complimentary seminar at your location.
*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. SkyOne Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.