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  • Analyze 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 and La Frontera
  • Michael Jones: Esperanza Crossing and Cedar Park
View Branch Locations

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

* 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.