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Home » Financial Goals

Financial Goals

We can help you achieve many of your financial goals, have a look below.

getting-started

Getting Started

financial-planning

Financial Planning

life-insurance

Life Insurance

rollovers

Rollovers

nearing-retirement

Nearing Retirement

estae-planning

Estate Planning

income-retirement

Income in Retirement

college

Saving for College

Contact Us
CUSO Financial Services, L.P.
At MidAmerican Credit Union

Phone:
316-722-3921, ext. 182
Email:
Jessica.Brokaw@cusonet.com
Address:
8404 W. Kellogg Dr.,
Wichita
, KS, 67209
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Financial Goals
  • Getting Started
  • Financial Planning
  • Life Insurance
  • Rollovers/Consolidating Accounts
  • Nearing Retirement
  • Estate Planning
  • Income in Retirement
Financial Calculators
  • Retirement Calculator
  • 401k Calculator
  • Retirement Income Calculator
  • Investment Calculator
  • Life Insurance Calculator
  • IRA-Options Calculator
  • College Calculator

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 for investment services. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria’s subsidiaries. CUSO Financial Services, L.P. is a subsidiary of Atria.

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.

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