Life and Estate Planning

Our partners at CUSO Financial Services, L.P. (CFS*) will help you give the gift of financial security to your loved ones.

Reach Out Today

  • Professional management of investments through CUSO Financial Services, L.P.*

  • Preserve wealth

  • Transfer estate assets

Financial Partner for Life

Whether it's transferring your wealth to your children and/or grandchildren, or donating to your favorite philanthropic cause, make sure your financial success gets used in a meaningful way. We're here to help you achieve your estate planning goals.

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Ready to Start Life and Estate Planning?

Want to schedule directly with a specific CFS* Financial Advisor? Select the location corresponding to:

  • Srinath DeSilva: Pond Springs
  • Lori Sturgis: La Frontera and Cedar Park
  • Michael Jones: Esperanza Crossing
View Branch Locations

Please do not include any sensitive information such as account number or social security number.

Learn From the Experts

Want to have a better handle on your money? Visit our blog for advice from the experts.

* 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.