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

Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

What Does the Dollar Do for You?

Which is preferable, a strong dollar or a weak one?

Every Little Bit Helps

IRA catch-up contributions enable investors aged 50 and older to make up ground in saving for retirement, whether they had a late start or just want to sock away more money.

Lock in Today’s Tax Rates

If you expect that tax rates are going to increase, you might want to consider opening a Roth IRA.

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