Wealth Management

Take your financial dreams to new heights

With sound financial planning right at your Credit Union.

Whether you’re looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just get a second opinion, we’re here to help.

Our CFS Financial Advisor Brad Schwab can provide you individualized service, and is experienced in working directly with members like you. Check the background of this firm on FINRA’s BrokerCheck

Services include:

  • Reviewing Your Current Financial Plan
  • Retirement Planning
  • IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
  • Tax Efficient Investments
  • Retirement Income Strategies
  • Education Funding
  • Life and Long Term Care Insurance

 To get started designing your plan, contact us today to schedule a free, no-obligation appointment:

 

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. Widget Financial has contracted with CFS to make non-deposit investment products and services available to Credit Union members.