Investment and Financial Planning
available through CUSO Financial Services, LP (CFS)*
Take your financial plans or goals 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 getting 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
To get started designing your plan, contact us today to schedule a complimentary, no-obligation appointment:
Our Planning Process
Our CFS Financial Advisor will help you build a plan that meets all your financial goals. We understand that not everyone has the same goals in mind. We have a unique planning process to creating a financial plan that will help make your goals a reality!
1. Establish Relationship
Getting to know you. What is important to you?
2. Discovery
Snapshot of your current assets. Identify your current goals and concerns.
3. Design
Develop your personalized financial plan.
4. Implement
With your approval we will implement your plan and handle all of the paperwork.
5. Review
Monitor your financial plan on a regular basis.
CONSUMER Sense
Information from Widget Financial and CFS* to help keep your financial life in balance.
Filing Final Tax Returns for the Deceased
When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes. Unfortunately, even the deceased can’t escape [...]
Social Security Fairness Act’s New Chapter
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Term vs. Permanent Life Insurance
According to industry experts, most people don't have enough life insurance. The American Council of Life Insurers recently reported that average coverage equals $197,000, which is equivalent to almost 3.5 years in terms of [...]