Retirement Planning

We know retirement planning can seem complex and overwhelming. No matter where you are in your career, we'll develop a deep understanding of your needs and deliver tailored solutions to assist you in meeting your retirement goals – together. Let our team of experts available through CUSO Financial Services, L.P. (CFS*)30 create innovative solutions that lead to strength and stability in your financial future.

To make an appointment with one of our CFS financial advisors*, give us a call at 713-676-4356 or email us at

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Retirement Solutions

    Individual Retirement Accounts (IRAs)

    75 Start saving for retirement now with a tax-advantaged Individual Retirement Account (IRA). Our advisors can help choose from range of funds for both Roth and Traditional IRAs, so you can sit back and enjoy the potential tax-deferred or tax-free growth.

    401(k) Rollovers

    If you have recently changed jobs, a 401(k) Rollover75 may be the right solution to maintaining your retirement savings progress. Our advisors can assist you in understanding your options. For example, moving your assets into a Rollover IRA gives your money the potential to grow tax-deferred, as it did in your 401(k).

Benefits of First Service Investments

Our CFS advisors* can help you create a plan to grow your money and secure your financial future. Take advantage of our in-person consultative services and enjoy the following:

    Trades Made by Licensed Advisors and Supervised by Registered Principles

    Access to Professional Portfolio Management

    Comprehensive Portfolio Reporting

    Online Access to Investment Portfolio Data