Wealth Management — Estate Planning
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Available through CUSO Financial Services, L.P.
Make a Plan for Your Estate
Give them something that can take them to a better world.
If passing your wealth on to the next generation is one of your priorities, it is best to be prepared. Estate planning goes beyond a will to simplify and clarify your finances so your assets can be passed on to your loved ones.
Our CFS¹ financial advisor can help answer your questions and create a plan you can follow with confidence.
What to Expect
Our CFS¹ Financial Advisor will be able to assist you by assessing your estate and developing a plan that aligns with your values. Some things you can expect to discuss during your complimentary financial review:
- Your assets and their approximate value
- Where will your assets go when you pass away?
- Do you have a trust?
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.
¹Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.