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Retirement Services
Our colleagues at CUSO Financial Services, L.P. (CFS*) will help you create a retirement services plan to help you live the lifestyle you envision..
Connect With An AdvisorAnalyze assets & expenses
Plan for tax efficiency
Review & adjust strategy
Plan Now for a More Comfortable Retirement
CFS* Financial Advisors can assist you with developing a strategy for withdrawing the money you’ll need. The timing of withdrawals can significantly impact the taxes you pay so we can help you with a tax efficient distribution strategy. And we'll work with you to monitor your investments and determine whether adjustments need to be made.
Ready to Start Planning for Your Retirement?
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
Learn From the Professionals
Want to have a better handle on your money? Visit our blog for advice from the professionals.
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
An Introduction to Concentrated Stock Positions
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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.