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Investment Planning

Available through CUSO Financial Services, LP (CFS)*

We offer a range of investment products, through CFS, that fit your vision and prepare you and your family for years to come.

Schedule An Appointment with a CFS Financial Advisor* Meet Our CFS Financial Advisors
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Retirement Planning

Whether you’re new to the workforce or retirement is just around the corner, make sure you have a plan. We’ll help you understand your options. 

  • Our advisors will help you make an informed decision. 
  • Retirement calculators that can give you an idea of what options may be best for you. 
  • Options for individual retirement and small business. 
Learn More
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Estate Planning

Make sure your loved ones are taken care of for years to come. Schedule an appointment and let our advisors help you leave a proper legacy. 

  • We work with outside estate planning attorneys to help you protect your assets. 
  • Decide who will make decisions on your behalf if you become unable. 
  • Have young children? Protect them by naming guardians in your will. 
Learn More

Resources

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Crypto May Be Hot, But These Investment Options Are Safer

More than 20 million Americans own some form of cryptocurrency. But what exactly is crypto? Learn how it works and some safer investment alternatives.

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Passing On the Story of You

Legacy planning is a complex process that allows you to create a lasting gift for your heirs that goes well beyond financial matters.

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Signs You Might Be Living Beyond Your Means

It's easy to accrue debt these days. Steer away from the "living paycheck to paycheck" path by checking yourself for these red flags.

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Debt Snowball vs. Debt Avalanche

Looking for an efficient way to eliminate your debt? Discover the the debt snowball and debt avalanche, which focus on paying off one debt at a time.

Check the background of these investment professionals on FINRA's BrokerCheck. 

* Nondeposit 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. Nondeposit investment 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. SELCO Community Credit Union has contracted with CFS to make nondeposit investment products and services available to credit union members.