Wealth Management and Investments

From rollovers to retirement and estate planning, your financial future is our priority.

We’re here to help you plan your financial future every step of the way with services such as retirement planning, financial planning, life insurance, saving for college, rollover accounts, and more.

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Connect with a Financial Advisor

Our CFS* financial advisors are available by appointment to meet and discuss your wealth management and retirement goals.

Access Your Investments

Start investing in minutes with EasyVest®.

Whether you’re looking to choose your own investments or need a digital advisor to help you along the way, EasyVest® can make investing simple.

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Three Tips to Know About Planning for Retirement

Retirement planning can be exciting, but it can also be overwhelming. Here are three tips to help you set off in the right direction.

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What Happens to Your 401(k) When You Leave Your Job?

There are several options you can take with your old 401(k) to make the most of what you’ve saved for retirement so far.

Rollover IRA handwrote in a notepad.
Weighing the Pros and Cons of an IRA Rollover

Learn what the top 5 most common reasons to rollover an IRA. Find out from a retirement plan expert the pros and cons of a rollover.

Tools to Help Serve You

Retirement Calculator

This pre-retirement calculator will help you determine how well you have prepared and what you can do to improve your retirement outlook.

401(k) Planner

It may surprise you how significant your retirement accumulation may become simply by saving a small percentage of your monthly salary in your 401(k) plan.

Investment Return Calculator

It may surprise you how much more you could accumulate in savings simply by repositioning assets to achieve a slightly higher return potential.

IRA Contribution Calculator

Determine whether or not you are eligible to contribute to both the Traditional IRA and Roth IRA and the maximum amount that may be contributed.

Financial Freedom happens here.®

Wealth Management available through CUSO Financial Services, LP*

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* 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.

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.

You may be referred to CUSO Financial Services, LP ("CFS"), the brokerage firm and Registered Investment Adviser that provides non-deposit investment products and services through financial professionals who are registered with CFS. Please note that FAIRWINDS Credit Union (FAIRWINDS) and CFS have entered into an agreement whereby FAIRWINDS may refer members as potential investment clients to our financial professionals registered with CFS. Below is some important information for you to understand about this endorsement.

  1. The Credit Union is not a current investment client of CFS.

  2. The financial professionals are employees of FAIRWINDS, licensed and registered through CFS to offer and sell investment advisory services and products. In return for management and maintenance of the financial professionals and program, FAIRWINDS receives compensation from CFS.

    1. The compensation FAIRWINDS will receive is made up of a percentage (net of expenses and overhead) that investment clients pay for entering a financial advisory relationship through a financial professional registered with CFS. The Credit Union will continue to receive compensation for as long as the investment advisory relationship is sustained.

    2. You do not pay a higher investment advisory fee or financial planning fee because of the fee paid to the Credit Union.

  3. Because you are being referred from the credit union, we want to make you aware of the potential financial benefit to the credit union should an investment advisory account or service be established. This constitutes a conflict of interest as defined by the Securities and Exchange Commission.

The Credit Union is not authorized to provide investment advice on behalf of CFS. For important information related to our fees and services, please review the CFS Form ADV Part 2A or visit adviserinfo.sec.gov/firm/summary/42132.

Routing Number ⑆ 263181368