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    Investments & Planning

    Make smart moves with money.

    Your financial roadmap needs products and services that allow you to plan and create opportunities for the future.
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    A financial roadmap for your life journey

    Regardless of your stage of life, a sound financial plan today can be the key to creating opportunities for tomorrow. Our CUSO Financial Services, L.P. Financial Advisors are here to support your financial journey, no matter what life brings.


    Ready to start planning for the future?

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    Planning For Your Future

    Great for:

    FAMILIES & MID-LIFE

    Retirement Planning

    Regardless of where you are in your retirement planning, we can help you take control of your retirement savings.

    • In depth analysis of existing plans
    • Customized retirement savings strategy
    • Account consolidations and rollover options
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    Great for:

    EVERYONE

    Investment Planning

    Create an investment plan that allows you to use the savings you’ve worked hard to build over time to help pursue future opportunities.

    • Asset allocation
    • Portfolio monitoring and risk management
    • Tax advantage analysis
    Get Details

    Great for:

    FAMILIES, MID-LIFE & SENIORS

    Estate Planning

    Help plan for your family's future by determining how your assets will be managed throughout your life, and the lives of your family.

    • Safeguarding your finances
    • Understanding the value of assets
    • Managing wealth distribution
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    Great for:

    FAMILIES & MID-LIFE

    Life Insurance Planning

    Life is unpredictable at any stage, but being prepared for unexpected events doesn’t have to be.

    • Whole life insurance
    • Universal life
    • Term life
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    Great for:

    FAMILIES, MID-LIFE & SENIORS

    Education Planning

    Building the right education fund with Credit Human can help create the possibility for more opportunities for their future.
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    Ready to start planning for the future?

    Our CUSO Financial Services, L.P.* Financial Advisors are here to support you no matter what life brings. Reserve your complimentary consultation today.

    Get Started

    More From Credit Human

    Experienced Investment Advisors

    Our investment center team is made up of registered CFS* investment representatives and all have many years of experience in the financial services industry.
    MEET THE TEAM

    Planning Calculators

    How much must you save to reach your goals for retirement or college? How can you start investing, prepare for an expense, handle job shift, or make the most of an inheritance? Our calculators can help.
    SEE RESOURCES

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    Ready to Get Started with Credit Human?

    Everything we do is in the best interest of our members. To become part of our financial cooperative apply for membership today.

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