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Retirement Planning

Take control of your retirement.

Long gone are the days of employer pensions or Social Security payments that would underwrite your retirement. Today, you are responsible for your retirement financial security.

The good news: It is never too late to start saving for retirement. Nor is it ever too early. PFCU Investment Services consultants can provide personalized analysis and guidance to help you address your retirement goals. We'll put your plan to the test, maximize tax-advantaged savings and investments and make sure you're making all the right moves.

PFCU Investment Services offers you access to a full range of financial products and services:

  • Retirement Planning 
  • Pension Payout Options
  • IRAs and IRA Rollovers 
  • Personalized Retirement Planners
  • Mutual Funds 
  • Accumulated DROP Account Balances
  • 401(k) Plans 
  • Long-Term-Care Insurance
  • 403(b) Plans 
  • 457 Deferred Compensation Plan Distributions

Start today!

Just contact one of our investment consultants listed below to schedule a complimentary consultation, or complete our information request form and start planning today!

Diane Dix 215-735-8901
John Gillis 215-934-4072

Please note that amount of money contained in your investment accounts are considered non-deposit products and therefore, are not NCUA insured, not credit union guaranteed, may lose value, are not guaranteed by any government agency. Since they are not a deposit of the Philadelphia Federal Credit Union, investment accounts do not qualify for Excess Share Insurance (ESI).

Securities, Financial Planning and Insurance products are offered through LPL Financial, and its affiliates, Member FINRA, SIPC. LPL Financial and Philadelphia Federal Credit Union are independent entities.

FREE Investment Consultation

At PFCU, money is personal.

Call us or request more information online and we'll contact you.

FREE Consultation

Let us know if you're interested in learning more.

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Retirement Planning

Take control of your future.

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