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Sort through the financial clutter in your life and get a clear picture of where you are, where you want to go and how to get there. Using the calculators listed here, you can get the information you need spending only as much time as you want to obtain it.

For more information, contact the CFS Insurance Representative serving CEFCU for a no cost, no obligation consultation.

Workbook -- Want a comprehensive view of your financial situation? Use these workbooks to:

  • Find out where you stand financially
  • Get a realistic picture of your debt
  • Evaluate your insurance coverage
  • Plan your retirement
  • Save for your child’s college education

    Quick Checkup -- Want a quick view of your finances? Get a complete summary of your financial situation in five minutes using this calculator.

    Financial Calculators -- Get what you need now with list of all the calculators available. This is a great resource when you want to know something specific like how to reduce your debt or start a savings plan.



  • Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by CEFCU, or any affiliated entity. The representative may also be a financial institution employee that accepts deposits on behalf of the financial institution. CBSI is under contract with CEFCU, to make securities available to members. CBSI is a registered broker/dealer in all fifty states of the United States of America.


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