Schedule an Appointment to Talk About Retirement

To learn about the RBFCU Retirement Program for school employees, along with the benefits of enrolling, please fill out the form below to schedule a no-cost, no-obligation initial consultation. Appointments are available from 9 a.m. to 5 p.m., Monday through Friday and on certain Saturdays.

Are you a teacher, administrator or other school district employee?
Please indicate the plans you would like to discuss with a specialist:

What is the best time to contact you?

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Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise but has a revenue sharing relationship with us that creates a conflict of interest. Details on how we work together can be found on

RBFCU Investments Group is a financial advisory practice of Ameriprise Financial Services, LLC.

Ameriprise Financial is not affiliated with the financial institution.

RBFCU Retirement Program, a financial advisory practice of Ameriprise Financial Services, LLC, is a division of RBFCU Investments Group LLC.

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.