Build Something That Lasts

Making a financial plan for your future could bring strength for generations to come. Talk to our CFS¹ financial advisor to get started on your personalized plan.

I'd Like to Begin

What to Expect

The financial review process is a straightforward way to begin your journey to a better financial future. A CFS¹ Financial Advisor will walk you through six steps during your appointment to assess your assets and lifestyle and to help you make smarter choices with your money.

Goals

Identify Your Unique Goals and priorities like income sources, investment assets, savings, and other assets.

Resources

Explore the financial resources that will help you achieve your goals

Balance

Determine the balance of investment risk and return appropriate for you

Plan

Create your personal plan — outlining the investment and insurance services you can use to help achieve your retirement goals

Analyze

Analyze your results and discuss your optimal plan

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.