Financial independence is not achieved by chance, but by design.

Financial Independence is not achieved by chance, but by design. You may have questions about business retirement plans, life insurance, 401K’s, tax efficient investments** that our CUSO Financial Services Investment Representative* can help you with.  Click here to set up your complimentary consultation today.


*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. **For specific tax advice, please contact a tax professional.