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:
Contact Brad Schwab via email@example.com
Call him at (814) 456-6231 ext. 260
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?
Snapshot of your current assets. Identify your current goals and concerns.
Develop your personalized financial plan.
With your approval we will implement your plan and handle all of the paperwork.
Monitor your financial plan on a regular basis.
Information from Widget Financial and CFS* to help keep your financial life in balance.
Protecting Your Business Against the Loss of a Key Person
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How Taxes Impact Your Retirement-Income Strategy
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