We've developed a relationship with CUSO Financial Services, L.P. (CFS) to provide a variety of investment options to meet your individual preferences. CFS Financial Consultants will work with you to tailor-fit your needs. Whether you decide on do-it-yourself style investing or a full-service option, they will find the right products and services to help you reach your investment goals.
Who Is CUSO Financial Services, L.P. (CFS)?
CFS Financial Consultants have the knowledge, tools, and technology to assist you with your investment decisions. CFS follows a disciplined approach to investing that embraces strategies to help every client develop an investment portfolio to meet their risk tolerance level.
Your CFS Financial Consultant assists you throughout your entire investment life cycle, whether your plan is to start saving for a home or family, saving for college for your children, planning retirement, or taking distributions of your wealth to enjoy life!
CFS aligns its investment program objectives with credit union philosophy.
CFS Financial Consultants assess the following areas with you:
Risk Tolerance
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 may be comfortable with.
Portfolio Diversification
Markets and economic conditions change. In most cases, no single investment approach will fit 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.
Retirement Strategy
Your CFS Financial Consultant will review your future income needs along with your risk tolerance to create a retirement income plan with your goals in mind. CFS understands investing is a big decision and wants 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.
