We offer prospective clients an initial risk assessment completing a full analysis of their current financial situation. This comprehensive analysis allows us to understand the clients specific financial needs then we work together
to find the appropriate financial solutions.
Read more about Financial Planning:
- Working with a Financial Advisor
- Setting Financial and Investment Goals
Schedule a complimentary consultation today or find a CFS* Advisor near you.
IMPORTANT DISCLOSURES: Tax laws are complex and subject to change. This information is based upon current federal tax rules in effect at the time it was written. CUSO Financial, L.P. (CFS) and
its Registered Representatives do not provide tax or legal advise, and do not, by providing you this information, hold themselves to be 'fiduciaries' of your tax-deferred plans. Clients should always check with their tax or legal advisor before engaging in
any transaction involving IRAs or other tax-advantaged investments.
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.To the extent that
this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on
his or her individual circumstances.These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials.
The information in these materials may change at any time and without notice.