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.

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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
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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.

  • Develop a personalized savings plan
  • Choose from 529 and Coverdell accounts
  • Learn about potential tax advantages
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Ready to start planning for the future?

Credit Human can help you with a customized financial strategy built around your personal goals and circumstances. Reserve your complimentary consultation today.
 
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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.

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* 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. Credit Human has contracted with CFS to make non-deposit investment products and services available to credit union members. View disclosure here.

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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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