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We believe that personal relationships are the most valuable asset we can build with our clients. We will work closely with you to analyze your current spending, saving and investing activity and to understand your goals for the future, no matter what the size. Then, we educate you about your investment options, so that together, we can create a plan that meets your future financial needs based on your unique situation.

Our Services 

Learn how we can help you plan for the future.

Planning for Individuals:
  • Investment Planning
  • Personal Financial Planning
  • 401k Consultation
  • Retirement and Retirement Income Planning
  • Life and Long-Term Care Insurances
  • Estate Planning and Wealth Transfer
  • College Education Planning

Planning for Businesses:
  • 401k Plans and Other Corporate Retirement Options
  • Key Person Plans
  • Deferred Compensation Plans
  • Supplemental Employer Retirement Plans
  • Develop Buy/Sell Agreements
  • Overhead Expense Insurance
The Planning Process 

You and your Financial Advisor will develop an objective plan that best addresses your needs. This can be best described by its 5 steps:

Data Collection
We will work with you to set financial goals and explore your risk tolerance. Once these are established, we will help you gather the information necessary to analyze your situation.

We use state-of-the-art computer software to provide us with an objective analysis of your current financial status in relation to your established goals and risk tolerance.

After we reaffirm your financial goals and risk tolerance, we will present your financial analysis and assist you in exploring appropriate financial strategies.

Once our analysis is completed, we use our knowledge to help you develop a customized plan. We then assist you with the necessary paperwork to set your plan into action.

We believe strongly in scheduling regular review sessions. As part of our long-term, relationship-oriented approach to financial planning, we will use these sessions to evaluate your financial progress in relation to current market conditions and will assist you with any necessary adjustments.

To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck
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. 

Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. ©2014 Allegacy Federal Credit Union.

CUSO Financial Services, L.P. and its representatives do not offer tax advice. For such advise, please contact a tax professional. 


Check the background of this financial professional on FINRA's BrokerCheck.