Wealth Management — Retirement Planning
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Available through CUSO Financial Services, L.P.
Plan Your Retirement Strategy Today
When it comes to retirement, the variety of ways to save money can be confusing, but once you know where you’re going, it’s easier to get there. Planning early for retirement is one of the best ways to prepare for the future. Our CFS* Financial Advisor will walk you through retirement planning services which will allow you to take control of your life.
What to Expect
To uncover your unique needs and long-term goals, our CFS* Financial Advisor will sit down with you to review a complimentary financial plan that will help you find:
- An investment strategy that is appropriate for you, your family, and your future
- The right asset allocation models and investment vehicles you can use to help reach your goals
- Your personal level of risk tolerance and your current time horizon
- An informed picture of the market and how its ups and downs may affect your goals
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.