Wealth Management — Financial Planning
Imagine the Potential with br>
Financial Planning br>
Available through CUSO Financial Services, L.P.
Your Adventure Begins Today
Making a financial plan for the future could bring strength for generations to come.
Our CFS* Financial Advisor offers tailored financial solutions and resources to help members make informed decisions about their money and plan for the adventure ahead.
What to Expect
The financial review process is a straightforward way to begin your journey to a better financial future. A Financial Advisor will walk you through six steps during your appointment to assess your assets and lifestyle and to help you make smarter choices with your money.
- Identify your unique goals and priorities
- Income sources
- Investment assets
- Other assets
- Explore the financial resources that will help you achieve your goals
- Determine the balance of investment risk and return appropriate for you
- Create your personal plan — outlining the investment and insurance services you can use to help achieve your retirement goals
- Analyze your results and discuss your optimal plan
- Take steps to put your plan into action
- Review your Social Security strategy
- Establish the proper savings strategy
- Implement an appropriate asset allocation strategy for your Investment Portfolio
With this financial review, you will have a more comprehensive picture of your personal financial assets and goals. One of our CFS* Financial Advisors can offer investment solutions, including diversification in accordance with your goals and objectives, active account management, and account rebalancing.
Meet Our CFS* 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.
*Non-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.