About CUSO Financial Services, L.P. (CFS)
Your CFS financial consultant assists you throughout your entire investment life cycle, whether you are just starting out and saving for a house or family, saving for college for your children, planning retirement, or taking distributions of your wealth to enjoy life! We align our investment program objectives with credit union philosophy.
CFS consultants have the knowledge, tools and technology to assist you with your investment decisions. We follow a disciplined approach to investing that embraces strategies, including asset allocation, short- mid- and long-term investment horizons, to help every client develop an investment portfolio to meet his or her own risk tolerance level.
CFS financial consultants assess the following areas with you:
Investing may involve risk, and it's important to understand how much risk you are taking on in pursuit of investment goals. CFS financial consultants will review your investments and make sure you are not taking on more risk than you are comfortable with.
Markets and economic conditions change. In most cases, no single investment approach will fit in every economic situation. It's important to have a diversified portfolio that can help protect you from the unexpected. CFS financial consultants will review your portfolio to help ensure your investments are appropriate for your goals.
Your financial consultant will review with you your income needs along with your risk tolerance to create a retirement income plan. We understand investing is a big decision and want you to be comfortable with not only your investment strategy, but your dividend and payout options also.
Long-term Investment Strategy
Remember your investment horizon timeline. Capital markets fluctuate and market volatility is part of the normal process. Don't let today's headlines distract you from your long-term goals. CFS financial consultants will help you keep your long-term objectives in view, to avoid making any hasty short-term decisions.
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.