Expand The Potential of Your Future

Financial Planning

Financial Planning

Plan for Your Goals

  • Identify your priorities
  • Explore financial resources
  • Create your personal plan
Show Me How It Works
Retirement Planning

Retirement Planning

Shape Your Future

  • Develop your personal strategy
  • Compare investment vehicles
  • Make a plan that fits you

I Want to Plan Ahead
Ready to Retire

Ready to Retire

Your Next Adventure

  • Make a plan for your approaching retirement
  • Explore catch-up contribution provisions
  • Discuss post-retirement income streams
I Want to Be Prepared
Saving for College

Saving for College

Give Them Wings

  • Balancing college and retirement savings
  • Considerations around a 529 savings plan
  • Accessing your savings in case of emergencies
Show Me How to Start
Estate Planning

Estate Planning

Build Your Legacy

  • Understanding your assets
  • Decide what will pass on to your loved ones
  • Considerations regarding trusts
Plan My Legacy
Business Investing & Insurance

Business Investing and Insurance

Work Smarter

  • Your unique opportunities
  • Managing risk and overhead expenses
  • Benefit and retirement plans
What Can I Do?

Ready to Get Started?

With a complimentary financial review, our CFS¹ financial advisor can help you explore your options and imagine your potential.

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.

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