CUSO Financial Services, L.P.
221 Division Avenue, Eugene, OR 97404

Phone: 541-684-6219
Toll-Free: 800-359-9523
Fax: 541-684-6219
Email: bfritsch@selco.org

“My goal is to understand each of my clients on a personal level so as to more clearly identify their financial goals and help them reach their financial dreams.”

Brenda Fritsch is a Financial Consultant registered with CUSO Financial Services, L.P.

• Personalized Investment Planning before & after Retirement
• 401k, IRA, 403b & deferred comp rollovers
• 403b/TSA accounts
• Tax-Advantaged Investing **

About Brenda Fritsch
Brenda is a native Oregonian who worked a number of years in human resources & benefits in county government out-of-state. Her interest in employee benefits lead her to undergraduate courses in Public Administration at the University of San Francisco.

Member’s financial concerns and goals are the focus of Brenda’s work. Key issues for members are:

• Retirement Income Strategies
• PERS, Rollovers/Transfers of 401(k)s and 403(b)s
• College Funding
• Long-Term Care Planning
• Wealth Transfer/Mitigating the Impact of Taxation on Inheritances
• Key Employee Insurance and Buy/Sell Agreement Funding

Retirement consulting, investing, protection of assets and planning for business owners are primary areas of Brenda’s practice with SELCO.

Brenda enjoys life in Oregon with her husband Peter, her extended family, and her adult children. She also enjoys her beach home & travel.

Brenda Fritsch, CLTC
Financial Consultant
CUSO Financial Services, L.P.
SELCO Financial Solutions

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