Wealth management encompasses all parts of a person’s financial life. This high-level professional service combines financial and investment planning, accounting, and retirement and estate planning.
Our financial advisors work with you one-on-one to provide any personal finance service you may need. CFS Financial Advisors consult with tax and legal professionals to provide the full service you desire.
Wealth management strategies
Financial advisors begin by developing a plan that aims to maintain and increase your wealth based on your financial situation, goals and comfort level of risk. The manager meets regularly with you to update goals, review and rebalance the financial portfolio and investigate whether additional services are needed.
If you have more questions regarding wealth management or how an advisor might assist with your investment portfolio please contact a CFS Financial Advisor today.
*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.