Our Firm

Our investment advisor is registered through CUSO Financial Services, L.P. (CFS), providing assistance to our members to develop plans for:

• Increasing Your Nest Egg


• Estate, Retirement, and College Planning


• Tax Management Strategies*

Our Advisor also provides the following services:

• Complimentary appointments


• Securities brokerage services through CFS that allow you to purchase mututal funds, stock, bonds, annuities and life insurance.


• Seminars on financial planning topics (Check out our Seminar Schedule on the website)

Appointments with our Investment department are complimentary.  To book an appointment, please give us a call or send us an email using the link under the Contact Us area of this page.

* For specific tax advice, consult a qualified tax professional.