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:

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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! 

hand shake showing relationship

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.

Fixed for Life: What Can an Annuity Do for You?

January 30th, 2023|0 Comments

With stock and bond markets both faltering over the past year, it's easy to see why more near-retirees have a newfound appreciation for fixed annuities — insurance contracts that guarantee a specified rate of [...]

Debt Optimization Strategies

January 30th, 2023|0 Comments

To help improve your financial situation, you might consider reducing your debt. Before starting any debt payoff strategy (or combination of strategies), be sure you understand the terms of your debts, including interest rates, [...]

Key Retirement and Tax Numbers for 2023

January 30th, 2023|0 Comments

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for [...]