Investment and Financial Planning
available through CUSO Financial Services, LP (CFS)
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 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 free, 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.
Understanding Money Market Funds
A money market fund, not to be confused with a money market account, is a type of mutual fund that invests in instruments like cash equivalents and short-term debt-based securities, which can also include [...]
Catch-Up Contributions
A recent survey found that 18% of workers are very confident about having enough money to live comfortably through their retirement years. At the same time, 36% are not confident.1 In 2001 congress passed [...]
Choices for Your 401(k) at a Former Employer
One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices [...]