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.
Eight Mistakes That Can Upend Your Retirement
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy: Yes, the biggest mistake is having [...]
Social Security: Five Facts You Need to Know
Social Security can be complicated, and as a result, many individuals don't have a full understanding of the choices they may have. Here are five facts about Social Security that are important to keep [...]
How Will Working Affect Social Security Benefits?
In a recent survey, 75% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to [...]