Retirement Planning Available Through CUSO Financial Services, L.P.*
Many of us look forward to the day when we’ll be spending time with our grandkids instead of sitting in traffic on the way to the office. However, retirement does not begin at 65; it’s a journey that begins today.
Adrian Hedwig, our CFS* advisor, will meet with you to uncover your needs and long-term goals, then build a complimentary financial plan to help you:
- Discover which investment strategy is appropriate for you, your family, and your future
- Review various asset allocation models and investment vehicles
- Understand your risk tolerance and time horizon
- Gain insight into the ups and downs of the market and how that may affect your long- and short-term goals
If you would like to learn more about retirement planning, please contact Adrian 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.