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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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Disclosures

1) 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. Clackamas Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

2) CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.

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