Investment Services Center

Available through CUSO Financial Services, L.P. (CFS)*

You need a financial roadmap for life’s journey—we can help you reach each milestone.

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Reach your Financial Goals

Whether you are just starting out, nearing retirement, or somewhere in between, you need to have a clear plan.


Schedule time with one of our plaidtastic agents by choosing one of the options below:

iQ Credit Union cares about our members and their financial well-being. That's why we offer investment services through CFS*, to help create a financial plan to help you meet every one of life’s milestones.

Disclosure


*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.

 

What Can We Help You With Today?

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    FINANCIAL CHECKUP

    Financial Strategies for Every Stage of Your Life

    Everyone strives for financial independence and a secure future. However, we know your financial needs change at various stages of your life. Stay on top of your investments and retirement planning with assistance from one of our CFS Financial Advisors. We offer a variety of tools and services that can help create a personalized roadmap to reach your financial goals.

    Need more information? Schedule a no-cost, no-commitment appointment with one of our CFS Financial Advisors.

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    PLANNING

    Get Started Planning for Your Future
    Not sure where to start, or wondering how to get more returns on your savings? Our investment services team available through CFS offers:
    • Retirement planning
    • Financial planning
    • Education planning
    • Investment services for businesses
    Contact a member of our investment team available through CFS for a complimentary review of your goals and financial strategies.
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    BUSINESS RETIREMENT PLANS

    Every Business Needs a Retirement Plan

    If you're a business owner, your needs are uniQue and your retirement plan should be closely aligned with your goals. By adding a business retirement plan to your employee benefits package, you can position your business for success, giving you the competitive edge you need.

    A business retirement plan can help, or potentially:

    • Creates tax benefits for you, your business, and employees
    • Improves employee retention by increasing loyalty and morale and instilling a sense of financial security
    • Provides an attractive benefit you can offer to recruit, reward, and retain your valuable employees

Our Planning Process

Your CFS Financial Advisor will help you build a plan that meets your needs.

We’ll start by taking a look at your current spending, saving and investing strategies. Then we'll talk about your goals and priorities, follow up with objective recommendations, and support your efforts moving forward through the implementation and management of your plan.

iQ Video

Build your financial "home" today with the help of our CFS* advisors at iQ

Another way to think of our planning process is as though you’re building a "financial house".

On the subjects of money and our financial future, we all have questions. At iQ, we find it helpful to think of these finances in the framework of a home.

An emergency fund, estate planning, and insurance are the foundation. Retirement, college savings, and debt make up the walls. Your lifestyle –both now and in the future– is the roof. Each aspect of our financial home is important and deserves the proper attention.

Properly building a real home requires a blueprint, and properly building your financial home requires a financial blueprint—or game plan. Click below to learn more about the three phases of the financial "home".

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Calculators & Tools

 

What's Your Risk Number?

 

Use our free tool to analyze how much risk you want, how much risk you need to take to reach your goals, and how much risk you actually have in your portfolio.

 

iQ Video

Note: If clicking the button above does not load the questionnaire please click here.

Meet the Team

iQ Investment Services available through CUSO Financial Services, L.P. (CFS)*


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Schedule Financial Check-up

Jon Davis-min

Jon Davis

Program Manager, CUSO Financial Services, L.P. at iQ Investment Services

Jackie Keesee-min

Jackie Keesee

Investment Coordinator, CUSO Financial Services, L.P. at iQ Investment Services

Ryan Greenwood-min

Ryan Greenwood

Financial Advisor, CUSO Financial Services, L.P. at iQ Investment Services

Haley Harmon-min

Haley Harmon

Financial Advisor, CUSO Financial Services, L.P. at iQ Investment Services

Eric Mazemke-min

Eric Mazemke

Financial Advisor, CUSO Financial Services, L.P. at iQ Investment Services

Christy Schwind-min

Christy Schwind

Financial Advisor, CUSO Financial Services, L.P. at iQ Investment Services