Prepare for the Next Generation

Prepare for the Next Generation

Estate planning goes beyond a will. Estate Planning helps to simplify and clarify your finances so your assets can be passed on to your loved ones. Talk to our CFS¹ financial advisor to get started on your personalized plan.

Let's Get Started

What to Expect

during your complimentary financial review, our CFS¹ Financial Advisor will be able to assist you by assessing your estate and developing a plan that aligns with your values.

Assets

Make a list of your assets and their approximate value.

Future Plans

Where will your assets go when you pass away?

Trusts

Do you have a trust and how could it affect your estate?

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.