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10 Years and Counting: Points to Consider as You Approach Retirement

CUSO Financial Services, L.P.Dave Hahn, AIF®Senior Financial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-7351dhahn@wpcu.coop If you are a decade or so away from retirement, you have probably spent at…

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Estimating Your Retirement Income Needs

CUSO Financial Services, L.P.Nathaniel StevensFinancial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-8722nbstevens@wpcu.coop You know how important it is to plan for your retirement, but where do you begin? One…

Investment Risk

Understanding Risk

CUSO Financial Services, L.P.Nathaniel StevensFinancial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-8722nbstevens@wpcu.coop Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms…

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Understanding IRAs

CUSO Financial Services, L.P.John M. SagravesFinancial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-8760jsagraves@wpcu.coop An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs…

TrustBasicsImage

Trust Basics

CUSO Financial Services, L.P.John M. SagravesFinancial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-8760jsagraves@wpcu.coop Whether you're seeking to manage your own assets, control how your assets are distributed after your…

UnderstandingSSImage

Understanding Social Security

CUSO Financial Services, L.P.John M. SagravesFinancial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-8760jsagraves@wpcu.coop Approximately 69 million people today receive some form of Social Security benefits, including retirement, disability, survivor,…

*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.

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.

young woman looking at financial reprts on her laptop

10 Years and Counting: Points to Consider as You Approach Retirement

CUSO Financial Services, L.P.Dave Hahn, AIF®Senior Financial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-7351dhahn@wpcu.coop…

READ MORE
Couple holding hands walking on the beach

Estimating Your Retirement Income Needs

CUSO Financial Services, L.P.Nathaniel StevensFinancial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-8722nbstevens@wpcu.coop You know…

READ MORE
Investment Risk

Understanding Risk

CUSO Financial Services, L.P.Nathaniel StevensFinancial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-8722nbstevens@wpcu.coop Few terms…

READ MORE
hand touching a screen with overlay of data graphs

Understanding IRAs

CUSO Financial Services, L.P.John M. SagravesFinancial Advisorat Wright-Patt Credit Union3610 Pentagon Blvd.Beavercreek, OH 45431937-912-8760jsagraves@wpcu.coop An…

READ MORE