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.
How Income Taxes Work
Taxpayers and businesses spend an estimated 7.9 billion hours a year complying with tax-filing requirements, which is worth $413 billion in economic value just to comply with tax regulations.1 As complex as the details [...]
Three Key Questions to Answer Before Taking Social Security
Social Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking it, you should consider three important questions. The answers may affect whether you make the [...]
Understanding Marginal Income Tax Brackets
By any measure, the tax code is huge. It is over 2,000 pages long, and even longer with footnotes.1 And almost weekly, the Internal Revenue Service publishes a 10- to 50-page bulletin about various [...]