{"id":8920,"date":"2022-01-06T11:28:19","date_gmt":"2022-01-06T16:28:19","guid":{"rendered":"http:\/\/10.130.206.81\/?page_id=8920"},"modified":"2023-02-02T16:25:18","modified_gmt":"2023-02-02T21:25:18","slug":"401krollover","status":"publish","type":"page","link":"http:\/\/10.130.206.81\/401krollover\/","title":{"rendered":"Investment Center &#8211; Rollovers"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start\" style=\"max-width:1216.8px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column\"><div class=\"fusion-column-wrapper fusion-flex-justify-content-flex-start fusion-content-layout-row\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\">\n<div class=\"fusion-slider-revolution rev_slider_wrapper\">\t\t\t<!-- START Investment Rollover REVOLUTION SLIDER 6.5.11 --><p class=\"rs-p-wp-fix\"><\/p>\n\t\t\t<rs-module-wrap id=\"rev_slider_134_1_wrapper\" data-source=\"gallery\" style=\"visibility:hidden;background:transparent;padding:0;margin:0px auto;margin-top:0;margin-bottom:0;\">\n\t\t\t\t<rs-module id=\"rev_slider_134_1\" style=\"\" data-version=\"6.5.11\">\n\t\t\t\t\t<rs-slides>\n\t\t\t\t\t\t<rs-slide style=\"position: absolute;\" data-key=\"rs-218\" data-title=\"Slide\" data-in=\"o:0;\" data-out=\"a:false;\">\n\t\t\t\t\t\t\t<img 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20px;}.fusion-builder-column-0 > .fusion-column-wrapper {padding-top : 0px !important;padding-right : 0px !important;margin-right : 1.92%;padding-bottom : 0px !important;padding-left : 0px !important;margin-left : 1.92%;}@media only screen and (max-width:1000px) {.fusion-body .fusion-builder-column-0{width:100% !important;order : 0;}.fusion-builder-column-0 > .fusion-column-wrapper {margin-right : 1.92%;margin-left : 1.92%;}}@media only screen and (max-width:850px) {.fusion-body .fusion-builder-column-0{width:100% !important;order : 0;}.fusion-builder-column-0 > .fusion-column-wrapper {margin-right : 1.92%;margin-left : 1.92%;}}<\/style><\/div><style type=\"text\/css\">.fusion-body .fusion-flex-container.fusion-builder-row-1{ padding-top : 0px;margin-top : 0px;padding-right : 0px;padding-bottom : 0px;margin-bottom : 0px;padding-left : 0px;}<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: #3d6d88;background-position: center center;background-repeat: no-repeat;padding-top:5px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 35px;margin-top: -21px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:-5px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-center fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-bottom:0px;\"><h1 class=\"title-heading-center\" style=\"margin:0;color:#00a5b2;\"><h1><span style=\"color: #ffffff;\">We make it easy to roll over your 401(k) or IRA retirement accounts<\/span><\/h1><\/h1><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start\" style=\"max-width:1216.8px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_2 1_2 fusion-flex-column\"><div class=\"fusion-column-wrapper fusion-flex-justify-content-flex-start fusion-content-layout-column\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-1\" style=\"transform:translate3d(0,0,0);\"><p>Deciding what to do with your retirement plan from your previous employer can be overwhelming. Let our team help you consolidate your funds and create a financial plan to make your goals a reality!<\/p>\n<\/div><div class=\"fusion-separator fusion-full-width-sep\" style=\"align-self: center;margin-left: auto;margin-right: auto;width:100%;\"><div class=\"fusion-separator-border sep-double\" style=\"border-color:rgba(224,222,222,0);border-top-width:3px;border-bottom-width:3px;\"><\/div><\/div><div ><span class=\" fusion-imageframe imageframe-none imageframe-1 hover-type-none\" style=\"width:100%;max-width:450px;\"><img width=\"1000\" height=\"555\" title=\"401k\" src=\"http:\/\/10.130.206.81\/wp-content\/uploads\/2022\/01\/401k.png\" class=\"img-responsive wp-image-9054\" srcset=\"http:\/\/10.130.206.81\/wp-content\/uploads\/2022\/01\/401k-200x111.png 200w, http:\/\/10.130.206.81\/wp-content\/uploads\/2022\/01\/401k-400x222.png 400w, http:\/\/10.130.206.81\/wp-content\/uploads\/2022\/01\/401k-600x333.png 600w, http:\/\/10.130.206.81\/wp-content\/uploads\/2022\/01\/401k-800x444.png 800w, http:\/\/10.130.206.81\/wp-content\/uploads\/2022\/01\/401k.png 1000w\" sizes=\"(max-width: 1000px) 100vw, (max-width: 850px) 100vw, 600px\" \/><\/span><\/div><\/div><\/div><style type=\"text\/css\">.fusion-body .fusion-builder-column-2{width:50% !important;margin-top : 0px;margin-bottom : 20px;}.fusion-builder-column-2 > .fusion-column-wrapper {padding-top : 0px !important;padding-right : 0px !important;margin-right : 3.84%;padding-bottom : 0px !important;padding-left : 0px !important;margin-left : 3.84%;}@media only screen and (max-width:1000px) {.fusion-body .fusion-builder-column-2{width:100% !important;order : 0;}.fusion-builder-column-2 > .fusion-column-wrapper {margin-right : 1.92%;margin-left : 1.92%;}}@media only screen and (max-width:850px) {.fusion-body .fusion-builder-column-2{width:100% !important;order : 0;}.fusion-builder-column-2 > .fusion-column-wrapper {margin-right : 1.92%;margin-left : 1.92%;}}<\/style><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-3 fusion_builder_column_1_2 1_2 fusion-flex-column\"><div class=\"fusion-column-wrapper fusion-flex-justify-content-flex-start fusion-content-layout-column\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-2\" style=\"transform:translate3d(0,0,0);\"><h3><span style=\"color: #00a5b1;\">Learn more about 401(k) or IRA rollovers<\/span><\/h3>\n<p><span class=\"hardreadability\"><span data-offset-key=\"9h0n3-0-0\"> Complete the form below and one of our representatives will contact you <\/span><\/span><span class=\"complexword\"><span data-offset-key=\"9h0n3-1-0\">regarding<\/span><\/span><span class=\"hardreadability\"><span data-offset-key=\"9h0n3-2-0\"> your investments<\/span><\/span><span data-offset-key=\"9h0n3-3-0\">.\u00a0 <\/span><\/p>\n<\/div><form id=\"investments_form\">\n<div class=\"form-group row\">\n\n<label class=\"col-3 col-form-label\" for=\"name\">Name<\/label>\n<div class=\"col-9\"><input id=\"name\" class=\"form-control\" name=\"name\" required=\"required\" type=\"text\" \/><\/div>\n<\/div>\n<div class=\"form-group row\">\n\n<label class=\"col-3 col-form-label\" for=\"phone\">Phone<\/label>\n<div class=\"col-9\"><input id=\"phone\" class=\"form-control\" name=\"phone\" type=\"text\" \/><\/div>\n<\/div>\n<div class=\"form-group row\">\n\n<label class=\"col-3 col-form-label\" for=\"email\">Email<\/label>\n<div class=\"col-9\"><input id=\"email\" class=\"form-control\" name=\"email\" required=\"required\" type=\"text\" \/><\/div>\n<\/div>\n<br>\n<div class=\"form-group row\">\n<div class=\"offset-3 col-9\"><button class=\"btn fusion-button button-flat fusion-button-default-size button-default button-1 fusion-button-default-span fusion-button-default-type\" onclick=\"submit_form('investments_form');\">Submit<\/button><\/div>\n<\/div>\n<\/form><\/div><\/div><style type=\"text\/css\">.fusion-body .fusion-builder-column-3{width:50% !important;margin-top : 0px;margin-bottom : 20px;}.fusion-builder-column-3 > .fusion-column-wrapper {padding-top : 0px !important;padding-right : 0px !important;margin-right : 3.84%;padding-bottom : 0px !important;padding-left : 0px !important;margin-left : 3.84%;}@media only screen and (max-width:1000px) {.fusion-body .fusion-builder-column-3{width:100% !important;order : 0;}.fusion-builder-column-3 > .fusion-column-wrapper {margin-right : 1.92%;margin-left : 1.92%;}}@media only screen and (max-width:850px) {.fusion-body .fusion-builder-column-3{width:100% !important;order : 0;}.fusion-builder-column-3 > .fusion-column-wrapper {margin-right : 1.92%;margin-left : 1.92%;}}<\/style><\/div><style type=\"text\/css\">.fusion-body .fusion-flex-container.fusion-builder-row-3{ padding-top : 0px;margin-top : 0px;padding-right : 0px;padding-bottom : 0px;margin-bottom : 45px;padding-left : 0px;}<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-4 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start\" style=\"max-width:1216.8px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-4 fusion_builder_column_3_4 3_4 fusion-flex-column\"><div class=\"fusion-column-wrapper fusion-flex-justify-content-flex-start fusion-content-layout-column\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\">@media only screen and (max-width:1000px) {.fusion-title.fusion-title-2{margin-top:0px!important;margin-bottom:0px!important;}}<\/style><div class=\"fusion-title title fusion-title-2 fusion-title-text fusion-title-size-two\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"title-sep-container title-sep-container-left fusion-no-large-visibility fusion-no-medium-visibility fusion-no-small-visibility\"><div class=\"title-sep sep-\" style=\"border-color:#e0dede;\"><\/div><\/div><h2 class=\"title-heading-left\" style=\"margin:0;color:#00a5b1;\">Take your financial dreams to new heights!<\/h2><div class=\"title-sep-container title-sep-container-right\"><div class=\"title-sep sep-\" style=\"border-color:#e0dede;\"><\/div><\/div><\/div><style type=\"text\/css\">@media only screen and (max-width:1000px) {.fusion-title.fusion-title-3{margin-top:0px!important;margin-bottom:0px!important;}}<\/style><div class=\"fusion-title title fusion-title-3 fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"title-sep-container title-sep-container-left fusion-no-large-visibility fusion-no-medium-visibility fusion-no-small-visibility\"><div class=\"title-sep sep-\" style=\"border-color:#e0dede;\"><\/div><\/div><h3 class=\"title-heading-left\" style=\"margin:0;color:#3d6d88;\">With sound financial planning right at your Credit Union.<\/h3><div class=\"title-sep-container title-sep-container-right\"><div class=\"title-sep sep-\" style=\"border-color:#e0dede;\"><\/div><\/div><\/div><div class=\"fusion-text fusion-text-3\" style=\"transform:translate3d(0,0,0);\"><p>Whether you\u2019re looking for overall financial guidance, assistance with a specific financial goal,\u00a0creating a comprehensive financial plan or just getting a second opinion, we\u2019re here to help.<\/p>\n<p>Our CFS Financial Advisor Brad Schwab can provide you individualized service, and\u00a0is experienced in working directly with members like you.\u00a0<a href=\"http:\/\/brokercheck.finra.org\/Firm\/Summary\/42132\" target=\"_blank\" rel=\"noopener noreferrer\">Check the background of this firm on FINRA\u2019s BrokerCheck<\/a><\/p>\n<\/div><div class=\"fusion-text fusion-text-4\" style=\"transform:translate3d(0,0,0);\"><p><strong style=\"color: #3d6d88;\">To get started designing your plan, contact us today to schedule a complimentary, no-obligation appointment:<\/strong><\/p>\n<\/div><ul class=\"fusion-checklist fusion-checklist-1\" style=\"font-size:14px;line-height:23.8px;\"><li class=\"fusion-li-item\"><span style=\"height:23.8px;width:23.8px;margin-right:9.8px;\" class=\"icon-wrapper circle-no\"><i class=\"fusion-li-icon icon-sprockSprock\" style=\"color:#00a5b1;\" aria-hidden=\"true\"><\/i><\/span><div class=\"fusion-li-item-content\" style=\"margin-left:33.6px;\">\n<p>Contact Brad Schwab via <a href=\"mailto:bschwab@widgetfinancial.com\">bschwab@widgetfinancial.com<\/a><\/p>\n<\/div><\/li><li class=\"fusion-li-item\"><span style=\"height:23.8px;width:23.8px;margin-right:9.8px;\" class=\"icon-wrapper circle-no\"><i class=\"fusion-li-icon icon-sprockSprock\" style=\"color:#00a5b1;\" aria-hidden=\"true\"><\/i><\/span><div class=\"fusion-li-item-content\" style=\"margin-left:33.6px;\">\n<p>Call him at (814) 456-6231 ext. 260<\/p>\n<\/div><\/li><\/ul><\/div><\/div><style type=\"text\/css\">.fusion-body .fusion-builder-column-4{width:75% !important;margin-top : 0px;margin-bottom : 20px;}.fusion-builder-column-4 > .fusion-column-wrapper {padding-top : 0px !important;padding-right : 0px !important;margin-right : 2.56%;padding-bottom : 0px !important;padding-left : 0px !important;margin-left : 2.56%;}@media only screen and (max-width:1000px) {.fusion-body .fusion-builder-column-4{width:100% !important;order : 0;}.fusion-builder-column-4 > .fusion-column-wrapper {margin-right : 1.92%;margin-left : 1.92%;}}@media only screen and (max-width:850px) {.fusion-body .fusion-builder-column-4{width:100% !important;order : 0;}.fusion-builder-column-4 > .fusion-column-wrapper {margin-right : 1.92%;margin-left : 1.92%;}}<\/style><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-5 fusion_builder_column_1_4 1_4 fusion-flex-column\"><div class=\"fusion-column-wrapper fusion-flex-justify-content-flex-start fusion-content-layout-column\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div style=\"text-align:center;\"><span class=\" fusion-imageframe imageframe-none imageframe-2 hover-type-none\"><img width=\"1280\" height=\"1920\" alt=\"Brad\" title=\"Brad-Lean\" src=\"http:\/\/10.130.206.81\/wp-content\/uploads\/2021\/05\/Brad-Lean-scaled.jpg\" class=\"img-responsive wp-image-7914\" srcset=\"http:\/\/10.130.206.81\/wp-content\/uploads\/2021\/05\/Brad-Lean-200x300.jpg 200w, http:\/\/10.130.206.81\/wp-content\/uploads\/2021\/05\/Brad-Lean-400x600.jpg 400w, http:\/\/10.130.206.81\/wp-content\/uploads\/2021\/05\/Brad-Lean-600x900.jpg 600w, http:\/\/10.130.206.81\/wp-content\/uploads\/2021\/05\/Brad-Lean-800x1200.jpg 800w, http:\/\/10.130.206.81\/wp-content\/uploads\/2021\/05\/Brad-Lean-1200x1800.jpg 1200w, http:\/\/10.130.206.81\/wp-content\/uploads\/2021\/05\/Brad-Lean-scaled.jpg 1280w\" sizes=\"(max-width: 1000px) 100vw, (max-width: 850px) 100vw, 400px\" \/><\/span><\/div><\/div><\/div><style type=\"text\/css\">.fusion-body .fusion-builder-column-5{width:25% !important;margin-top : 0px;margin-bottom : 20px;}.fusion-builder-column-5 > .fusion-column-wrapper {padding-top : 0px !important;padding-right : 0px !important;margin-right : 7.68%;padding-bottom : 0px !important;padding-left : 0px !important;margin-left : 7.68%;}@media only screen and (max-width:1000px) {.fusion-body .fusion-builder-column-5{width:100% !important;order : 0;}.fusion-builder-column-5 > .fusion-column-wrapper {margin-right : 1.92%;margin-left : 1.92%;}}@media only screen and (max-width:850px) {.fusion-body .fusion-builder-column-5{width:100% !important;order : 0;}.fusion-builder-column-5 > .fusion-column-wrapper {margin-right : 1.92%;margin-left : 1.92%;}}<\/style><\/div><style type=\"text\/css\">.fusion-body .fusion-flex-container.fusion-builder-row-4{ padding-top : 0px;margin-top : 5em;padding-right : 0px;padding-bottom : 0px;margin-bottom : 5em;padding-left : 0px;}<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-5 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: #efefef;background-position: center center;background-repeat: no-repeat;padding-top:31px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-6 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 13px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-4 fusion-title-center fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"title-sep-container title-sep-container-left\"><div class=\"title-sep sep-\" style=\"border-color:#e0dede;\"><\/div><\/div><h1 class=\"title-heading-center\" style=\"margin:0;color:#00a5b1;\">Our Planning Process<\/h1><div class=\"title-sep-container title-sep-container-right\"><div class=\"title-sep sep-\" style=\"border-color:#e0dede;\"><\/div><\/div><\/div><div class=\"fusion-text fusion-text-5\" style=\"transform:translate3d(0,0,0);\"><p><span class=\"TextRun SCXW212522692 BCX9\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW212522692 BCX9\">Our\u00a0<\/span><\/span><span class=\"TextRun SCXW212522692 BCX9\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW212522692 BCX9\">CFS Financial Advisor will help you build a plan that meets\u00a0<\/span><\/span><span class=\"TextRun SCXW212522692 BCX9\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW212522692 BCX9\">all<\/span><\/span><span class=\"TextRun SCXW212522692 BCX9\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW212522692 BCX9\">\u00a0your financial goals.\u00a0<\/span><\/span><span class=\"TextRun SCXW212522692 BCX9\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW212522692 BCX9\">We understand that not everyone has the same goals in mind. We have a unique planning process to creating a financial plan that will help make your goals a reality!<\/span><\/span><span class=\"EOP SCXW212522692 BCX9\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-7 fusion_builder_column_1_2 1_2 fusion-one-half fusion-column-first\" style=\"width:50%;width:calc(50% - ( ( 4% ) * 0.5 ) );margin-right: 4%;margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"imageframe-align-center\"><span class=\" fusion-imageframe imageframe-none imageframe-3 hover-type-none\" style=\"margin-top:60px;\"><img width=\"600\" height=\"374\" title=\"IC Picture-03\" src=\"http:\/\/10.130.206.81\/wp-content\/uploads\/2021\/05\/IC-Picture-03-600x374.png\" class=\"img-responsive wp-image-7922\" srcset=\"http:\/\/10.130.206.81\/wp-content\/uploads\/2021\/05\/IC-Picture-03-200x125.png 200w, http:\/\/10.130.206.81\/wp-content\/uploads\/2021\/05\/IC-Picture-03-400x250.png 400w, http:\/\/10.130.206.81\/wp-content\/uploads\/2021\/05\/IC-Picture-03-600x374.png 600w, http:\/\/10.130.206.81\/wp-content\/uploads\/2021\/05\/IC-Picture-03-800x499.png 800w, http:\/\/10.130.206.81\/wp-content\/uploads\/2021\/05\/IC-Picture-03.png 867w\" sizes=\"(max-width: 850px) 100vw, 600px\" \/><\/span><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-8 fusion_builder_column_1_2 1_2 fusion-one-half fusion-column-last\" style=\"width:50%;width:calc(50% - ( ( 4% ) * 0.5 ) );margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-builder-row fusion-builder-row-inner fusion-row\"><div class=\"fusion-layout-column fusion_builder_column_inner fusion-builder-nested-column-0 fusion_builder_column_inner_1_4 1_4 fusion-one-fourth fusion-column-first\" style=\"width:25%;width:calc(25% - ( ( 4% ) * 0.25 ) );margin-right: 4%;margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"imageframe-align-center\"><span class=\" fusion-imageframe imageframe-none imageframe-4 hover-type-none\" style=\"width:100%;max-width:75px;\"><img width=\"151\" height=\"150\" alt=\"hand shake showing relationship\" title=\"Artboard 108\" src=\"http:\/\/10.130.206.81\/wp-content\/uploads\/2020\/11\/Artboard-108.png\" class=\"img-responsive wp-image-5057\"\/><\/span><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column_inner fusion-builder-nested-column-1 fusion_builder_column_inner_3_4 3_4 fusion-three-fourth fusion-column-last\" style=\"width:75%;width:calc(75% - ( ( 4% ) * 0.75 ) );margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-5 fusion-title-text fusion-title-size-three\" style=\"font-size:18px;margin-top:0px;margin-bottom:0px;\"><h3 class=\"title-heading-left\" style=\"margin:0;font-size:1em;color:#3d6d88;\">1. Establish Relationship<\/h3><div class=\"title-sep-container\"><div class=\"title-sep sep-\" style=\"border-color:#e0dede;\"><\/div><\/div><\/div><div class=\"fusion-text fusion-text-6\" style=\"transform:translate3d(0,0,0);\"><p>Getting to know you. What is important to you?<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><div class=\"fusion-builder-row fusion-builder-row-inner fusion-row\"><div class=\"fusion-layout-column fusion_builder_column_inner fusion-builder-nested-column-2 fusion_builder_column_inner_1_4 1_4 fusion-one-fourth fusion-column-first\" style=\"width:25%;width:calc(25% - ( ( 4% ) * 0.25 ) );margin-right: 4%;margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"imageframe-align-center\"><span class=\" fusion-imageframe imageframe-none imageframe-5 hover-type-none\" style=\"width:100%;max-width:75px;\"><img width=\"151\" height=\"150\" title=\"Artboard 105\" src=\"http:\/\/10.130.206.81\/wp-content\/uploads\/2020\/11\/Artboard-105.png\" class=\"img-responsive wp-image-5054\"\/><\/span><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column_inner fusion-builder-nested-column-3 fusion_builder_column_inner_3_4 3_4 fusion-three-fourth fusion-column-last\" style=\"width:75%;width:calc(75% - ( ( 4% ) * 0.75 ) );margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-6 fusion-title-text fusion-title-size-three\" style=\"font-size:18px;margin-top:0px;margin-bottom:0px;\"><h3 class=\"title-heading-left\" style=\"margin:0;font-size:1em;color:#3d6d88;\">2. Discovery<\/h3><div class=\"title-sep-container\"><div class=\"title-sep sep-\" style=\"border-color:#e0dede;\"><\/div><\/div><\/div><div class=\"fusion-text fusion-text-7\" style=\"transform:translate3d(0,0,0);\"><p>Snapshot of your current assets. Identify your current goals and concerns.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><div class=\"fusion-builder-row fusion-builder-row-inner fusion-row\"><div class=\"fusion-layout-column fusion_builder_column_inner fusion-builder-nested-column-4 fusion_builder_column_inner_1_4 1_4 fusion-one-fourth fusion-column-first\" style=\"width:25%;width:calc(25% - ( ( 4% ) * 0.25 ) );margin-right: 4%;margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"imageframe-align-center\"><span class=\" fusion-imageframe imageframe-none imageframe-6 hover-type-none\" style=\"width:100%;max-width:75px;\"><img width=\"151\" height=\"150\" title=\"Artboard 106\" src=\"http:\/\/10.130.206.81\/wp-content\/uploads\/2020\/11\/Artboard-106.png\" class=\"img-responsive wp-image-5055\"\/><\/span><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column_inner fusion-builder-nested-column-5 fusion_builder_column_inner_3_4 3_4 fusion-three-fourth fusion-column-last\" style=\"width:75%;width:calc(75% - ( ( 4% ) * 0.75 ) );margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-7 fusion-title-text fusion-title-size-three\" style=\"font-size:18px;margin-top:0px;margin-bottom:0px;\"><h3 class=\"title-heading-left\" style=\"margin:0;font-size:1em;color:#3d6d88;\">3. Design<\/h3><div class=\"title-sep-container\"><div class=\"title-sep sep-\" style=\"border-color:#e0dede;\"><\/div><\/div><\/div><div class=\"fusion-text fusion-text-8\" style=\"transform:translate3d(0,0,0);\"><p>Develop your personalized financial plan.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><div class=\"fusion-builder-row fusion-builder-row-inner fusion-row\"><div class=\"fusion-layout-column fusion_builder_column_inner fusion-builder-nested-column-6 fusion_builder_column_inner_1_4 1_4 fusion-one-fourth fusion-column-first\" style=\"width:25%;width:calc(25% - ( ( 4% ) * 0.25 ) );margin-right: 4%;margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"imageframe-align-center\"><span class=\" fusion-imageframe imageframe-none imageframe-7 hover-type-none\" style=\"width:100%;max-width:75px;\"><img width=\"151\" height=\"150\" title=\"Artboard 107\" src=\"http:\/\/10.130.206.81\/wp-content\/uploads\/2020\/11\/Artboard-107.png\" class=\"img-responsive wp-image-5056\"\/><\/span><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column_inner fusion-builder-nested-column-7 fusion_builder_column_inner_3_4 3_4 fusion-three-fourth fusion-column-last\" style=\"width:75%;width:calc(75% - ( ( 4% ) * 0.75 ) );margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-8 fusion-title-text fusion-title-size-three\" style=\"font-size:18px;margin-top:0px;margin-bottom:0px;\"><h3 class=\"title-heading-left\" style=\"margin:0;font-size:1em;color:#3d6d88;\">4. Implement<\/h3><div class=\"title-sep-container\"><div class=\"title-sep sep-\" style=\"border-color:#e0dede;\"><\/div><\/div><\/div><div class=\"fusion-text fusion-text-9\" style=\"transform:translate3d(0,0,0);\"><p>With your approval we will implement your plan and handle all of the paperwork.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><div class=\"fusion-builder-row fusion-builder-row-inner fusion-row\"><div class=\"fusion-layout-column fusion_builder_column_inner fusion-builder-nested-column-8 fusion_builder_column_inner_1_4 1_4 fusion-one-fourth fusion-column-first\" style=\"width:25%;width:calc(25% - ( ( 4% ) * 0.25 ) );margin-right: 4%;margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"imageframe-align-center\"><span class=\" fusion-imageframe imageframe-none imageframe-8 hover-type-none\" style=\"width:100%;max-width:75px;\"><img width=\"151\" height=\"150\" title=\"Artboard 109\" src=\"http:\/\/10.130.206.81\/wp-content\/uploads\/2020\/11\/Artboard-109.png\" class=\"img-responsive wp-image-5053\"\/><\/span><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column_inner fusion-builder-nested-column-9 fusion_builder_column_inner_3_4 3_4 fusion-three-fourth fusion-column-last\" style=\"width:75%;width:calc(75% - ( ( 4% ) * 0.75 ) );margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-9 fusion-title-text fusion-title-size-three\" style=\"font-size:18px;margin-top:0px;margin-bottom:0px;\"><h3 class=\"title-heading-left\" style=\"margin:0;font-size:1em;color:#3d6d88;\">5. Review<\/h3><div class=\"title-sep-container\"><div class=\"title-sep sep-\" style=\"border-color:#e0dede;\"><\/div><\/div><\/div><div class=\"fusion-text fusion-text-10\" style=\"transform:translate3d(0,0,0);\"><p>Monitor your financial plan on a regular basis.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div>\n<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-6 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:25px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-9 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:center center;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 10px 10px 0px 10px;\"><div class=\"fusion-text fusion-text-11\" style=\"font-size:12px;transform:translate3d(0,0,0);\"><p>*Offer valid from 01\/09\/2023, for members who invest a minimum of $25,000 into a new or current investment account with CUSO Financial Services, LP (\u201cCFS\u201d), at Widget Financial through 04\/15\/2023.\u00a0 Widget Financial VISA gift cards will be mailed within 30 days after meeting conditions while supplies last. Qualifying members will receive $100 for balances of $25,000 or more. Must provide a valid email address. Must be 18 or older to participate. CFS reserves the right to provide a rain check or a substitute of equal or greater value.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.2.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Investment Center - Rollovers - Widget Financial<\/title>\n<meta name=\"description\" content=\"We make car buying easy \u2013 we\u2019ve partnered with the best Erie area dealerships for financing. 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