Insurance and Estate Planning

Insurance & Estate Planning Available Through CUSO Financial Services, L.P.*

Insurance Planning

Has your insurance kept up with the changes in your life? If you’re like most people, you probably already own some life insurance. But is it enough to cover your needs? Have you thought about Long Term Care and Disability insurance in the event you get sick or hurt and can’t work? It only takes a few minutes to find out if you and those you love have enough coverage.

Estate Planning

Estate planning can be a crucial part of financial planning. Taking the time to make important decisions now can save a lot of time, money and stress later on.

We can help you determine how your assets will be managed after your death, and help you create a plan, so you can feel confident your family will be taken care of after you’re gone.

If you would like to learn more about retirement planning, please contact Adrian Hedwig to arrange a convenient time for a complimentary, no obligation appointment.

Check Adrian’s background on FINRA’s BrokerCheck.

Adrian Hedwig, Financial Advisor
CUSO Financial Services, L.P.
P: 206.607.3481
adrianh.cfsinvest@salalcu.org

*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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.