IMG_FinancialHome

Build your financial home

With the help of our CFS* advisors at iQ

Available through CUSO Financial Services, L.P. (CFS)*

You need a financial roadmap for life’s journey—we can help you reach each milestone.

Create your business

Software as a service is a software licensing and delivery model in which software is licensed on a subscription basis.

We all have questions when it comes to money and our financial future.

How much do I need to retire?

How much do I need to save to reach my goals?

Will Social Security be enough to retire on?

What happens if I have an emergency?

What happens if I get sick and need long term health care?

These and others are great questions to ask, but we need a place to start with structure to not only answer these questions, but to have your specific situation both today and in the future all come together and make sense. When it comes to planning for our financial future, we like to think of it in the framework of a house. Just like with a real home, there’s an order of operation to follow; a smart way to approach it. Building your financial house is very similar in that there is a smart way to approach it. Let’s take a look at the three phases of the home below.

Chapter 1

Foundation

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Cash Reserves Insurance Planning Estate Planning

 

Chapter 2

Walls

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IRS-Investment-Planning

 

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IRS-Cash-Reserves

 

Retirement Planning Investment Planning Education Planning Debt Planning

 

Chapter 3

Roof

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Lifestyle
 

Chapter 4

Ready to build or remodel your home?

The plaidtastic CFS advisors are ready to meet with you, no matter your financial journey.Schedule a 30 minute virtual or in-person consultation today!

 

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

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
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