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Financial Solutions

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Financial Solutions Available through CFS*

CASE Credit Union provides you and your business with the tools to build a strong financial future. Through our broker/dealer CUSO Financial Services, L.P. (CFS), we are here to help you design, implement and monitor a plan to meet the financial challenges of life. The road to financial freedom is a journey.

Create a Financial P.L.A.N.

The road to financial freedom can be short and sweet for those who follow a roadmap, or a long and daunting path for those who fail to make a plan.

Pay yourself first

  • Take advantage of your employer's retirement plan, whether it's a 401(k), a 403(b), or any other kind of contributory plan.
  • Consider Dollar Cost Averaging, instead of investing assets in a lump sum, this may help to spread the cost basis out over several years, possibly providing insulation against changes in market price.

Live within your means

  • Promise to pay off your credit cards. Credit card debt is the number one reason most people can't get ahead.
  • It's often more rewarding to save for something vs. putting it on the card. If you can't afford it, think twice about buying it.
  • Financial fitness is a commitment and a lifestyle, similar to going to the gym and eating healthy.

Assurance your family's stability

  • Write or update your will. Regardless of how much or how little money you have, a will ensures that whatever personal belongings and assets you have will go to beneficiaries you designate.
  • If you have children, a will allows you to appoint a guardian for them in the event of your death.
  • Life events such as buying a home or having a child could change the amount of coverage a family needs; work with a financial professional to assess the amount of coverage you and your family may need.

Never stop learning

  • Write down your financial goals - this is your road map to financial freedom.
  • Working with a financial advisor can keep you up to date with new investment opportunities available to you and your family.
  • Regular reviews can help keep your investment choices on pace with your needs based on risk tolerance and time horizon.

A systematic investment plan does not assure a profit and does not protect against loss in declining markets. Such a plan involves continuous investment, so investors should consider financial ability to continue purchases through periods of low price levels.

Saving for College

We know how expensive a college education can be. A variety of convenient, flexible savings plans and financial planning tools make saving for college simple. CASE Credit Union and our CFS* Financial Advisor, will help you as well as your children and grandchildren by:

Discussing the different plans available and uncovering what’s best for your family:

  • 529 Plans
  • Coverdell Education Savings Accounts
  • UGMA & UTMA Custodial Accounts for Minors
  • Savings accounts, Money Market accounts, CDs, bonds and mutual funds

Answer questions frequently asked by Grandparents

  • Will Medicaid count my grandchild’s 529 plans as a part of my assets?
  • Can I access the money in the event of an emergency?
  • Can a 529 plan affect my grandchild’s chance of receiving Financial Aid?

Retirement Planning

Many of us look forward to the day when we will be spending time with our grandkids and not spending time sitting in the office. However, retirement does not simply begin at 65; it’s a journey that begins today. No matter what stage of life you are in, it’s never too early or too late to begin planning for retirement.

Our CFS* Financial Advisor will meet with you to uncover your needs and long-term goals, and then build a complimentary financial plan to:

  • Uncover which investment strategy is appropriate for you, your family, and your future
  • Review the investment vehicles used to build a retirement nest egg
  • Discuss risk assessment, time horizon and review various asset allocation models
  • Understand the ups and downs of the market, and how they may affect your long and short-term goals

Whether you’re just beginning to save, refocusing your savings, or developing a strategy for managing your retirement income, we can help create a plan that is customized for you.

Estate Planning

Estate planning can be a crucial part of financial planning. You have to think about your goals today and also for the future. Once you have planned for retirement and invested wisely, it's time to focus on how your assets will be managed after your death.

There are many things to consider when creating an estate plan:

  • What are your assets and their approximate value?
  • Where will your assets go when you pass away?
  • Who will take care of your finances when you are no longer able?
  • Who should be responsible for taking care of your minor children if you become unable to care for them?
  • Who should make decisions on your behalf if you become unable to care for yourself?
  • What would you like done with your remains after you die?

Just like your financial plan, it's important to review your will and other estate planning documents regularly, or when significant life events occur. Our CFS* Financial Advisor, can help. He is here to answer all your questions and is dedicated to act in your best interest so you can feel confident your assets are distributed the way you desire.

Get Started

Schedule your no-obligation meeting to access the resources and professional experience needed to build a strong financial future for yourself, your family and your business.

The CFS registered representative associated with this site may only discuss and/or transact state.

Contact Us Meet your financial representative

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*Fees could reduce the earnings on an account. APY is an acronym for 'Annual Percentage Yield'. Penalties may apply for early withdrawal. All rates are subject to change at any time without notice. Credit Union Membership is required for all accounts.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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