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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.
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.
Ready to Start Life and Estate Planning?
There are many different types of options when it comes to life and estate planning. We'll help guide you through the process.
Learn From the Experts
Want to have a better handle on your money? Visit our blog for advice from the experts.
investment
11 Ways to Help Yourself Stay Sane in a Crazy Market
Keeping your cool can be hard to do when the market goes on a roller-coaster ride. Here are 11 ways to help keep yourself from making hasty decisions.
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investment
Bonds, Interest Rates, and the Impact of Inflation
There are two fundamental ways that you can profit from owning bonds: from the interest that bonds pay, or from any increase in the bond's price.
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investment
Concentrated Stock Positions: Considerations and Strategies
Concentrated stock positions, or large positions in a single stock, offer both problems and opportunities for investors.
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* 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.