Personal Investment & Retirement Options

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.

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.

Get Started Planning for Your Future

Get started on your future! Not sure where to start, or wondering how to get more returns on your savings? Our investment and retirement 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.

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

Rates effective July 18, 2019

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How much will I need to save for retirement?

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

Calculate Today

What may my 401k be worth?

Use this calculator to estimate how much your plan may accumulate for retirement.

Calculate Today

How much will I need to save for college?

Use our college savings calculator to determine how much you should be saving for college on a regular basis.

Calculate Today

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Jon Davis

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

Ryan Greenwood

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

Jackie Keesee

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

Eric Mazemke

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

Christy Schwind

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

Haley Poore

Financial Associate, CUSO Financial Services, L.P. at iQ Investment & Retirement Services

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