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Wealth management

You’ve planned, saved and a put away for your retirement. Let our CFS Financial Advisors help you with your wealth management strategy.

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Comprehensive retirement planning

Your future is now. Start planning for retirement at any stage of your life. Find out how our CFS Financial Advisors can help you start planning today.

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Estate planning and inheritances

Do you have an estate you need to manage now and into the future? Let our CFS Financial Advisors help you develop a road map for your legacy.

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Education funding

Do you have children or grandchildren headed to college? Help them start planning from day one. Ask our CFS Financial Advisors how to start an education plan.

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Government retirement plans

Our CFS Financial Advisors can help roll your government retirement plan into a larger retirement strategy.** Schedule a no-obligation consultation today.

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Understanding Social Security

Want to help maximize your Social Security benefit? Schedule a no-obligation consultation with a CFS Financial Advisor today.

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*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.

For specific tax advice, please consult a tax 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.

**Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments and required minimum distributions.

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Individual Retirement Account (IRA)

Take advantage of the additional retirement savings benefits and open an IRA. Schedule a no-obligation consultation with our CFS Financial Advisors today.

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Qualified retirement plans

There are a number of qualified retirement plans provided by employers. Speak to one of our CFS Financial Advisors today to maximize your benefit.

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Do you have questions about what options and features are available to you under your employer’s pension plan? Talk to one our CFS Financial Advisors today.

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Understanding Social Security

Approximately 60 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits. (Source: …

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Asset protection in estate planning

You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is …

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Life insurance basics

Life insurance is an agreement between you (the policy owner) and an insurer. Under the terms of a life insurance …