The Wealth Management Advisors through CUSO Financial Services, L.P. (“CFS*”) at Elevations Credit Union focus on helping members achieve their financial goals. Chris Thorpe has assisted Elevations members since 2019 with investing and savings plans. Learn more about his financial advising approach and how you can get the most out of this service. One positive
Taxes can have a big impact on your total investment returns. And with tax season here, it’s a great opportunity to revisit your investment portfolio and how tax-deferred and tax-free investments fit into your overall strategy.
Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio.
Learn more about Robert Cribbs, CFP® and how he has worked with members to envision, define and reach their financial goals since 2007.
We help members create a strategy that fits their lifestyle and budget. Learn more about Scott Herrmann, CFP® and how he provides financial guidance for Elevations members at the Boulder Diagonal Branch.
When you’re an entrepreneur, you’re in charge of all business details — including finances. By taking the time now to think about the future, you can intentionally set your business up for financial security beyond the day-to-day flow of income and expenses. You don’t need an employer to prepare for retirement, get insurance or create
The team of Wealth Management Advisors through CUSO Financial Services, LP (“CFS*”) at Elevations Credit Union helps our members prepare financially for the future, no matter where they are in their life journey. Learn more about Jorin G. Bale, CLU®, ChFC®, and how he’s assisted Elevations members for the past eight years with their financial
It’s time. You’re ready to plan how you will save for retirement, or finally do a spring cleaning of your current investments to ensure they’re actually working for you. Perfect! In addition to the program your employer offers, know that you can take control of your financial future by independently setting up accounts to better
Elevations’ team of Wealth Management Advisors through CUSO Financial Services, LP (“CFS*”) help members prepare financially for the future, no matter where they are with their personal finances. Learn more about Ryan Thurber-Dean, CRC©, who has been at Elevations since 2012. When he talks about his job as a CFS* Wealth Management advisor, Ryan Thurber-Dean’s entire face lights up. “It’s so amazing to sit
We often dream about the freedom of retirement. Perhaps you hope to travel the country by RV, purchase a seaside cabin or gift your grandchildren funds for college. But have you thought about how to make these wishes happen? It’s never too early (or too late) to start thinking and planning for your retirement. Work through the six questions below to put the wheels in motion toward financial security after you collect