Sb1 Federal Credit Union

Jim Tait and Louise Selsky, our CFS Investment Advisors at Sb1 Federal Credit Union, are on hand to provide a variety of investment options to help meet your financial needs through CUSO Financial Services, L.P. (CFS). 

It is important to plan for your future--and there's no better time to begin than now.  Jim and Louise are licensed and educated to provide investment and financial planning advice to help members reach their financial goals.  That means they're here to answer questions and assist you every step of the way.

It's the ideal option for the investor who wants the best mix of control, advice, experience and an advisor that really understands how they want to invest.

We offer a number of services and products; please click on the "Our Services" link for details.

Jim Tait is currently licensed to do securities business in the following states: AZ, DE, DC, FL, MD, NJ, NC, PA, RI, TX, WA and WY.  Louise Selsky is currently licensed to do securities business in PA.  Additional states may be available upon request.
Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

More Newsletters →