Financial Services For Your Business
Sb1 is proud to provide our Financial Services program, featuring a full menu of brokerage products and services including: Financial Planning, Life Planning, Retirement Planning, and Family Protection available through our broker/dealer, CUSO Financial Services, LP (CFS).*
Our Sb1 Financial Advisor can help you and your fellow co-workers plan for all of the following financial situations.
Retirement Planning:
- Review of your existing company retirement plan
- Set up and manage of a 401(k), 403(b), SEP IRA for your business
- Personal management to maximize your employees contribution
- Ongoing support for your employees and you
Insurance:
- Business continuation and buy sell agreements
- Life, Long Term Care and Disability Insurance
Wealth Transfer and Estate Planning:
- Possible tax implication on your family and business
- Business Continuation
Professional Management:
- Personalized management based on your companies needs
- Individual support for your employees
- Full breadth of products and services
- Ongoing advisory relationship to adapt to your business development
*Investment products and advisory services offered through CUSO Financial Services L.P. (CFS), a registered Broker-dealer and SEC Registered Investment Advisor. Investment products are not NCUA/NCUSIF or federally insured, are not obligations of the credit union, are not guaranteed by the credit union or any affiliated entity, and involve investment risk including the possible loss of principal. Investment Representatives are employees of Sb1 Federal Credit Union and registered through CFS (member FINRA/SIPC).
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