Investment Planning

    Make smart moves with money.

    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

    Investment planning services are available through CUSO Financial Services, L.P. (CFS*)

    Customized investment strategies

    No matter where you are in your financial journey, having an investment plan is an important step to help achieve your goals.
    Everyone has different reasons and expectations when it comes to investing. This is why the CFS* Financial Advisors at Credit Human work with you to understand your needs, prioritize your goals and set a tailored course of action to help make sure your investments stay on track.
    We can also help you simplify your existing investment strategy with guidance on asset allocation, portfolio monitoring, tax advantaged investments and risk management.  Schedule a complimentary consultation with your personal financial advisor to get started.
    Looking to potentially increase your financial mobility?  Get started with our investment calculator.

    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.

    Get Started

    * 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.