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.
Retirement Planning
Whether you’re planning for the distant future or preparing to transition from a job to retirement right away, we can help.
Education Planning
Prepare yourself for the future you want and learn how to make strides on your goal to save for college – starting now.
Marital Transition
We strive to help our members navigate transition smoothly, including marriage, divorce and widowhood.
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.
Investment Group Newsletter
Our articles provide valuable information on timely and interesting financial issues across a variety of subject areas, including retirement, investments, personal finance, and more.
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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.
Life Event Articles
Valuable information covering a wide variety of topics. Learn about retirement, investments, personal finance and more in our articles.
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.
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.