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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 6 Step financial planning process

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Market Summaries

Take the pulse of current markets, including The Dow, S&P 500, NASDAQ and more. Get highlights of recent events and key data release dates.

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Life Event Articles

Valuable information covering a wide variety of topics. Learn about retirement, investments, personal finance and more in our articles.

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Financial Calculators

Get mathematical answers to the most commonly-asked questions, and see the numbers you’ve crunched next to a graph, chart, or table, side-by-side.

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Take Your Financial Fitness to the Next Level

Leader Recognized as a Top Program Manager

Steve Franke, program manager for Allegacy Investment Group, through (CFS*), has been honored by Bank Investment Consultant magazine as one of the Top Bank Program Managers in the country.

Disclosures

  • *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. Allegacy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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