We work to help you prepare for the future


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:


Is to Help You Reach
  • 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. 

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.

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