Financial Planning

Market Month: May 2016

Personal finance is comprised of a wide variety of subjects. Though some of the topics and concepts may be unfamiliar, everyone can master the fundamentals. So you can make the most of your money now and be well prepared for the future, click here to learn about the basic elements of financial planning.

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Plan and Help Build Assets for Your and Your Family's Future

Comprehensive Financial and Retirement Planning

A financial plan should be comprehensive and adaptable to the changes in your life, such as:

  • Financing a child's education
  • A change in career or jobs
  • Becoming financially independent
  • Your retirement
  • Helping protect your family's future

Our licensed and registered CFS* Financial Advisors will review your investment portfolio and recommend a complimentary financial and retirement plan to match your risk tolerance to help put you on the path to a relatively secure financial future.

  • Your investment dollars work for you, not us.
  • We don't charge fees to review your portfolio or to create a financial plan, saving you the cost that many financial planners charge for this service.
  • We don't offer proprietary investments so our CFS Financial Advisors can remain objective when delivering a plan.

Contact a Financial Advisor

Check the background of CFS on FINRA 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. Financial Resources Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.