SESLOC Wealth Management

Available through CUSO Financial Services, LP

Our CFS* Financial Advisor is here to help.

You can check the background of this investment professional on FINRA’s BrokerCheck

Whether you are considering retiring, managing life changes, or just starting to build your nest egg, professional advice can help make financial planning easier. Our Wealth Management services are provided to you through our relationship with CUSO Financial Services, L.P. (CFS), and we are confident you will find their services beneficial.

SESLOC’s CFS Wealth Management services can provide:

• Comprehensive Financial Planning
• Tax Deferred Investments
• Retirement Income Strategies
• Retirement Plan Rollovers – 401k, 403b and 457 Plans
• Insurance – Life, Long-term Care and Disability Income
• Business Retirement Plans – SEPs and Simple IRAs

Get Started

Schedule an appointment with our representative directly:

Tools & Resources

Ask a Financial Advisor

Investment planning is about discipline and patience, but it doesn’t have to be difficult. Consider these insights so you can make informed decisions.

• Financial Planning Issues for New Parents
• 5 Questions about Long-Term Care
• Wills vs. Trusts: Know the Difference
• Coping with Market Volatility: Be Sure to use Appropriate Benchmarks
• Should I Invest My Extra Cash, or Use it to Pay Off Debt?
• How Long Should I Hang on to an Investment?
• What Can I Do Now So My Child May Obtain Financial Aid Later?
• How Can I Gauge My Risk Tolerance?
• I Think it’s Time to Start Planning for Retirement. Where Should I Begin?

Retirement Calculators

• Save for Retirement — Assessing your retirement plan? Check out this retirement savings calculator. 
• Estimate Social Security Benefits — Your retirement Social Security benefits can be estimated with this calculator based on your average annual income, your current age, and your retirement age.
• What Will My Savings Be Worth? — This handy calculator can give you an estimate of the future value of your savings. 
• Retirement Income Estimator — What monthly income will your retirement savings provide? Use this calculator to estimate. 

Non-deposit investment products and services are offered through CUSO Financial Services, LP (“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. SESLOC 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.

It’s Never Too Early to Plan Ahead

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