Wealth Management — Business Investments & Insurance
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Available through CUSO Financial Services, L.P.
Build Your Business Strategy
A little extra can be the difference between ordinary and extraordinary
Sometimes building a better business is as simple as taking a step back to look at your options. Our CFS¹ Financial Advisor can help you establish financial goals, assess your tolerance for market risk, develop a comprehensive strategy, and build a portfolio that will help you and your employees realize your goals. Count on your Financial Advisor to review your plan periodically to help you keep current on what’s happening today.
What to Expect
When you talk to our CFS¹ Financial Advisor, you’ll be getting personalized information from a knowledgeable resource who can help you determine how to manage your investments and risks.
Help with Business Services
- Buy-Sell Agreements and Funding
- Flexible Spending Accounts
When you’re considering how to manage risk in your business, we can help you with:
- Life Insurance
- Disability Insurance for you and your employees
- Overhead Expense Insurance
- Group or Carve Out (Long Term Care) Plans
- Key Person Life Insurance Investments
- Online trading to full service account management
- Defined Benefit Plans
- Deferred Compensation Plans
- 401(k), Money Purchase and Profit Sharing Plans
Meet Our CFS¹ Financial Advisor
CUSO Financial Services, L.P.
at Tulsa Federal Wealth Management
With detailed knowledge of retirement planning, investments, wealth management, and financial planning, Rick is a valuable resource for our members. He can help you create and maintain a high-quality financial strategy as well as ongoing educational support. His passion is helping members build strategies to live comfortably and confidently.
Check the background of this investment professional on FINRA’s BrokerCheck.