Financial Planning

Contact an Advisor

investment logo


Setting goals is easy – but what about achieving them? To get to the finish line, you need a smart plan. This is where our award-winning Financial Advisors available through CUSO Financial Services, LP (CFS)* can help, offering products and services for every stage of life, and working closely with you to develop a plan to build your dreams on.

Our Planning Process

Your CFS Financial Advisor will help you build a plan that meets your needs. We’ll look at your current spending, saving and investing, learn about your goals and priorities, make objective recommendations and support your efforts moving forward through the implementation and management of your plan.

diagram of the steps in our planning process
Retirement Awaits. You’re Building a Solid Future

Retirement Planning

Whether you’re planning for the distant future or preparing to transition from a job to retirement right away, we can help.

Family on couch

Education Planning

Prepare yourself for the future you want and learn how to make strides on your goal to save for college – starting now.

flowers and a wedding checklist

Marital Transition

We strive to help our members navigate transition smoothly, including marriage, divorce and widowhood.

multi-generation family holding hands while walking in park

Protecting Family

Plan your estate. Arrange for your own long-term care. There are many ways to protect your future, and your family’s future.

Account Access

WebBanking Portal
Account Login
My Investment Portal
Account Login
eVision Trading
Account Login

Leader Recognized for Outstanding Service

Steve Franke, program manager for Allegacy Investment Group, through (CFS*), was awarded the Kehrer Bielan Top Directors Award for outstanding

Let's chat.

We’re here to help.

Contact an Advisor