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Comprehensive Financial Planning

 

Available through CUSO Financial Services, L.P. (CFS)*

Assemble a team of professionals.

A solid plan of action is essential for working toward your financial goals. Our team of CFS advisors has the tools to accurately assess your current financial situation and create a plan to help meet your investment objectives within your risk tolerance.

 

Investment Planning

Prepare yourself and those you care about for years to come.

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Retirement Planning

Choose long-term savings options to best fit you and your budget.

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Estate Planning

Protecting your wishes for the future begins today.

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Meet Our Team

We're dedicated to serving you at every stage of planning.

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* Nondeposit 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. Nondeposit investment 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. SELCO Community Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members.