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Estate Planning

Available through CUSO Financial Services, LP (CFS)* 

Your legacy has already begun. Start planning now to pass on the story of you. 

Schedule An Appointment with a CFS Financial Advisor* Meet Our CFS Financial Advisors
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Creating the Legacy You Imagined

Our CFS advisors* work with outside estate-planning attorneys to help ensure the legacy you leave is what you envisioned. 

  • Helps provide for your loved ones and charitable causes when you’re no longer able. 
  • Your estate—bank and investment accounts, house, cars, family items, etc.—will be taken care of. 
  • Protection for your young children by naming guardians in your will. 

Resources

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Passing On the Story of You

Legacy planning is a complex process that allows you to create a lasting gift for your heirs that goes well beyond financial matters.

Older woman using a calculator.

Estimating Your Retirement Income Needs

The simple advice is to set your retirement income as a percentage of your current income. But that approach doesn't account for your specific plans.

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Start Saving Now for Your Child’s Education

College tuition has tripled over the past 30 years. All the more reason to take advantage of savings tools (like 529 College Savings Plans) early.

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Time to Rethink Your Savings Strategy

Americans have been hesitant to make saving a high priority. However, savings products remain attractive and may help you rethink your savings strategy.

* 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.