Mission Statement

Our mission is simple. We are committed to provide timely, unbiased advice to peopel from all walks of like. Through the advantages of professional financial planning, we seek to empower our members to make the best financial decisions possible.

Investments available through CUSO Financial Services, L.P.
(Member FINRA/ SIPC)
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Insurance

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

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

College Funding

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

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Newsletters

Dow Know-How

The Dow has been on a tear for many months, recently breaking 14,000. This article looks at the Dow and explains this benchmark.

The Consumer Price Index and You

Inflation is a long-term, sustained rise in the general level of prices, as measured by the Consumer Price Index (CPI).

Where Will You Roll?

An IRA is not really an investment in itself, but rather a special type of account that can be invested in thousands of ways.

The Cost of Care

When preparing for life in retirement, you should consider the possibility that you may need long-term care at some point.

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