Wealth Management — Nearing Retirement
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Retirement on the Horizon br>
Available through CUSO Financial Services, L.P.
Retire with Confidence
Let Your Adventure Begin
As your retirement goal approaches, it’s a good idea to take another look at your assets and objectives to make sure everything is ready. Our CFS¹ Financial Advisor can help you to determine your financial status and take the necessary steps to a smooth transition into the next step in your journey.
Our CFS¹ Financial Advisor will help you to maximize your assets and avoid common pitfalls of retirement with a complimentary financial review. You can expect to:
- Uncover the maximum contribution you’re allowed from your workplace retirement plan and Individual Retirement Accounts
- Find out how to take advantage of annual catch-up contribution provisions
- Discuss potential ways to create multiple income streams
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.