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Wealth Management Tips for Entrepreneurs and Small Business Owners

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 […]

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Meet Jorin, a CFS* Wealth Management Advisor at Elevations

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 […]

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Meet Ryan, a CFS* Wealth Management Advisor at Elevations

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 […]

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How to Start Your Retirement Plan

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 […]

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