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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 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

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: