OUR SERVICES

We work to help you prepare for the future

OUR PLANNING PROCESS

You and your CFS* Financial Advisor will develop an objective plan that best addresses your needs.

We will accomplish this TOGETHER by taking 5 steps:

OUR GOAL

Is to help you develop a plan which will enable you to reach
YOUR GOALS
  • We believe that personal relationships are the most valuable asset we can build.
  • Whether you need assistance with implementing a new plan or just want to review your existing plan, we welcome the opportunity to offer our professional guidance.
  • Our commitment is to work closely with you to achieve the relevant milestones that are important to you.


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


CUSO Financial Services, L.P. and its representatives do not provide tax advice. For such advice, please contact a tax professional.