Life Events
Business Planning
Becoming a successful business owner means you not only have to worry about building a solid financial plan for yourself and your business, but also having good benefits available to your employees. Our complimentary financial planning services can help your business grow, attract quality employees, and provide your company with a long-term financial partner.
Through CFS* we can provide:
- SEP, KEOGH and IRA Plans
- Financial and Estate Planning
- Group Insurance
- Retirement Plans
- Key Employee Insurance
- Succession Planning
James Hull, AWMA®, CRPC®
CUSO Financial Services, L.P
Portland 503.258.2658
Outside local calling areas
1.800.444.5858 x2658
jamesh@pnwfcu.org
*Investments offered through CUSO Financial Services,
L.P. (CFS), are not NCUA/NCUSIF insured, are not credit union guaranteed,
and may lose value. Financial Advisors are employees of Pacific NW Federal
Credit Union, and registered through CFS. Pacific NW Federal Credit
Union is affiliated with CFS (member FINRA/SIPC).
