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

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

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