Financial Planning

Invest in your financial health
It’s your Advantage

Financial Resources For Every Stage In Your Life

Each season of your life is defined by different goals. That’s why our personalized one-on-one financial guidance is designed to help you discover where you are today so you can plan for tomorrow.

Achieve Your Goals At 1st Advantage

Our CFS* Financial Advisors, available through CUSO Financial Services, L.P.* can help you with a various financial planning efforts.

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Build Your Legacy

Plan your estate with a certified Financial Advisor who can help you assess your current situation and decide where your property and assets will go for generations to come.

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Save for College

Sometimes, paying for tuition can be a huge lift. We’ll help you get a plan together to ensure you have what you need before your child heads off to school.

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Invest Your Money

Whether you’re fairly new to playing the “long game” or a seasoned investor, we can help you outline your investment plan and align it with your goals for the future.

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Review Your Savings Strategy

Our CFS Financial Advisors will help you look at the big picture of your savings strategy and give you advice on how to save more.

What to Expect

We’ll walk you through the process from start to finish.

Work With a CFS* Financial Advisor

Our CFS* Financial Advisors are available by appointment to meet and discuss your goals. Contact a financial advisor today to set up a  complimentary, no-obligation meeting.

Meet Our Team

Start Planning Your Financial Future Now

Use these tools to help educate yourself on retirement planning and other life stages and share this information with a CFS* Financial Advisor to review in further detail.

Calculate Your Savings

Helpful Resources

Get inspired to take control of your finances and achieve your financial goals by checking out our blog, filled with helpful advice, practical tips, and insightful articles.

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Active vs. Passive Portfolio Management

One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management.
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Back to Basics: Diversification and Asset Allocation

When investing, particularly for long-term goals, there are two concepts you will likely hear about over and over again —…
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Saving for College

There’s no denying the benefits of a college education: the ability to compete in today’s job market, increased earning power,…
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Questions? We’re Here To Help.

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*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.

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.

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.