Review. Rebuild. Retire.

Financial Planning

Wealth Management

Whether you are launching a new career, getting married, or buying a new home, a little planning goes a long way. Schedule an appointment with our CFS financial consultant to discuss your goals and get some sound advice.

Income Planning

Don’t let best laid plans go astray because of unexpected circumstances. Sit down with our CFS financial consultant for guidance in managing a job change, caring for aging parents, or saving for retirement.

Wealth Transfer

Planning a strategy in advance, to receive or leave an inheritance, can greatly decrease your liabilities at the time of transfer.

We can help you:

  • Begin saving for retirement
  • Plan for college
  • Leave a legacy
  • Support a cause
  • Draw retirement income

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.