Member alert: Please be aware that we will never solicit your account number, PIN, card number, digital banking information or personal information through an email, text message on your mobile phone, or phone call.

From time to time, Clackamas may send you text messages to alert you of important information. This will never include a link or a code that you were not expecting to receive.

Due to an outage by our provider, our ITMs are temporarily unavailable at our Happy Valley, Sandy, Molalla, and Oak Grove branches. We apologize for the inconvenience.

Special Needs Financial Planning

Available through CUSO
Financial Services, L.P.1

Special Needs Financial Planning

It’s good to have an experienced advisor on your side to help you define an investment strategy that serves your goals. Visit our Investment Services microsite available through CUSO Financial Services, L.P.1 for financial advice, market info, education and tools for every stage of life.

Answers to your questions

Preparing for the day when you won’t be around to care for your family is a challenge that all parents face. But as a parent of a child with special needs, your estate planning2 needs are especially complex. CFS1 Financial Advisor and Accredited Asset Management Specialist(SM), Tony Fox, can help you decide if ABLE Accounts and Special Needs Trusts fit into your entire financial plan.

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