See the Big Picture Get a Complimentary Financial Plan
Whether you’re just starting out - or approaching your retirement years - it’s a great time to talk with our CFS* advisors about your financial plan. We’ll help make sure you’re on track for the retirement you want.
Your complimentary financial plan will help you:
- Assess your current financials and top priorities.
- Review your retirement goals and concerns.
- Provide personalized recommendations to help make sure the actions you’re taking now support the future you have in mind.
Meet with an experienced CFS* financial advisor
We specialize in personalized financial plans and smart money strategies. Let our experienced Financial Advisors, registered through CFS,* tailor solutions for your particular needs.
With us you can plan for your tomorrow.
Our local and experienced CFS* financial advisors will get to know you, listen to your needs and concerns, and help you build a financial plan that meets your unique goals.
Schedule your complimentary planning session today:
Schedule a consultation
*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.