Our Mission

Unlock Your Financial Potential with Our Personalized Strategies

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of our primary goals is to develop a long-term relationship with you.

Our Process

Managing wealth can be a complex and daunting task, with many moving parts and financial considerations to keep in mind. That's why working with a professional wealth management team can be a wise choice for individuals and families looking to make the most of their financial resources. At the heart of any effective wealth management strategy is a well-defined process that guides the team's work and ensures that each client's unique needs are addressed. Below, we'll take a closer look at the key components of our wealth management process at Financial Resources FCU, available through CUSO Financial Services, L.P.*, providing an overview of what you can expect when you partner with a team of experienced wealth advisors.

Initial consultation to understand your financial goals, needs, and risk tolerance
Gathering of financial data, including current assets, liabilities, income, and expenses
Analysis of your current financial situation, including a review of investment holdings, insurance coverage, and estate planning documents
Development of a comprehensive financial plan that includes specific investment recommendations and strategies for achieving your goals
Regular monitoring and updating of your financial plan to ensure it remains aligned with their evolving needs and circumstances
Ongoing communication with you to provide guidance, answer questions, and address any concerns you may have
Collaboration with your other professional advisors, such as accountants and attorneys, to ensure a coordinated approach to financial planning and wealth management.
Access to educational workshops as well as financial strategies, providing you with valuable insights and knowledge to make informed financial decisions

Our History

For more than two decades, Financial Resources Wealth Management has been dedicated to providing exceptional financial services to our valued clients, through our broker dealer, CFS*. We take pride in our ability to assist a significant portion of our members in managing assets over $210 million with the expert guidance of our professional CFS wealth advisors. As we look towards the future, we remain steadfast in our commitment to delivering personalized and effective financial solutions to help our clients achieve their goals.

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