Mission Statement

Our mission is simple. We are committed to provide timely, unbiased advice to people from all walks of life. 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

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

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