Build Your Business Strategy

Build Your Business Strategy

A little extra planning can be the difference between ordinary and extraordinary. Our CFS¹ Financial Advisor can help you establish financial goals, assess your tolerance for market risk, develop a comprehensive strategy, and build a prudent portfolio.

Let's Get Started

What to Expect

When you talk to our CFS1 Financial Advisor, you’ll be getting personalized information from a knowledgeable resource who can help you determine how to manage your investments and risks.

Help with Business Services

• Buy-Sell Agreements and Funding
• Flexible Spending Accounts
• Periodic Review To Help Keep Your Business Up To Date

Manage Risk with Insurance Services

• Life Insurance
• Disability Insurance
• Overhead Expense Insurance
• Group or Carve Out (Long Term Care) Plans
• Key Person Life Insurance Investments

Plan with Investment Services

• Online trading to full service account management
• Defined Benefit Plans
• Deferred Compensation Plans
• 401(k), Money Purchase and Profit Sharing Plans

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.