Sb1 Federal Credit Union

Jim Tait, John Trezza and Marc Dobb, 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, John and Marc 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 provide a number of services and products through CFS; please click on the "Our Services" link for details.

 

Representatives 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 only be made upon compliance with applicable licensing and registration requirements.

 

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

Businesses Face Health-Care Decisions

Both large and small business owners may want to pay attention to the Affordable Care Act’s tax implications.

A Map for Your Family

A letter of instructions can help guide family members through the many steps that need to be taken after the loss of a loved one.

Reading into the Federal Reserve’s Beige Book

A look at how the FOMC compiles the Beige Book and some of the useful information that can be found in it.

HOT TOPIC: Motor City Meltdown

Examine key issues raised by the Detroit bankruptcy and its potential effects on municipal bond investments.

More Newsletters →