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Retirement Planning & Investments

Available through CUSO Financial Services, L.P.

In the financial sense, an investment is a monetary asset purchased with the idea that the asset will provide income in the future or will later be sold at a higher price for a profit. Simple enough, right? Investing is best done with a purpose in mind. Yes, make money. But to what end? Everyone has their own goals and you have to decide what you are looking for. Are you looking for a short-term solution or are you going after a long-term goal? You have to decide before you start. That’s not to say you can’t have short-term and long-term goals when it comes to investments. It’s just best to know which ones will have your priority. Each investment will have its own measure of risk. The CUSO Financial Services team at Workers helps provide solutions and support to help you achieve your financial goals.

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*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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. ("Atria") is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria's subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC.

CFS 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.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.
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