Mixed Race Family on Beach Mixed Race Family on Beach

Life is a journey.

Plan for it.

investment logoWherever you are in life, you can get where you want to go. It’s all about putting together a solid plan, making adjustments along the way, and then following through to a future that lives up to your expectations.

Where are you?

Just starting to look ahead?

Maybe your career or family is just getting started, and you’re more concerned about your spending, your saving, your debts, and figuring out what to take on first. We get it.

Need help navigating changes?

Life is full of twists and turns. Changes in your family situation are part of the journey. The right plan should be flexible enough to allow you to shift gears when you need to.

Looking to keep things on track?

It makes sense to give your finances regular tune-ups to help you make sure everything’s working the way it should. Especially as you get a better idea of your future needs.

Contact Us

Set up a no-obligation conversation with one of our CUSO Financial Services, LP financial advisors here, and let’s see what makes sense for you.

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.
What's on your mind?

If you are in a long-term, committed relationship, you have many of the same financial concerns as married couples. However, you lack many of the legal protections and advantages that married couples enjoy. At Allegacy, we have CFS* Financial Advisors ready to help you stay on the road to financial security. We also have some tips to help along the way…Read More »

Couple reviewing papers

You probably feel comfortable talking to your teen about things like school, sports, and clothing. But how do you feel about talking about money? While it may be a tricky topic to broach, odds are that your teenager will rely on you to learn basic financial management skills…Read More »

 

Teens and mom having pizza

How much life insurance do you need? Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals…Read More »

Dad and child playing

Planning for your retirement is important, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your goals and many other factors…Read More »

taking notes