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Insurance Planning

Craft Your Financial Shield with First Service

Life is full of uncertainties, but your financial future shouldn't be one of them. Our financial experts, in partnership with CUSO Financial Services, Inc.,1 are committed to ensuring you have the right armor in place. We assess your needs and guide you toward insurance solutions that protect your legacy, fortify your retirement vision, and ensure your loved ones' security.
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How We Can Help

Whether you're laying the foundation or looking to optimize, our resources can provide the guidance you need.

Life Insurance

Discussing life insurance doesn't need to be daunting. At First Service, we're here to shed light on the simplicity of term life insurance. Reliable and often the most budget-friendly choice, it’s a cornerstone for many financial plans.

Long-Term Care Insurance

Prepare for the future with confidence. Long-term care insurance is your safety net, covering costs not typically included in health insurance, Medicare, or Medicaid. Whether it's a chronic condition or requiring daily medical assistance, we ensure you're covered.

Why Choose First Service Wealth Management?

Our commitment goes beyond just investment advice. Partner with us and experience:

  • Customized Wealth Strategies

    Benefit from strategies uniquely tailored for your financial goals.

  • Expert Portfolio Management

    Trust your assets with seasoned professionals.

  • In-Depth Portfolio Reporting

    Stay updated with detailed insights.

  • Online Investment Portfolio Data

    Real-time access, anytime, anywhere.

Let's Discuss Your Financial Blueprint

Ready to ensure your financial foundation is unshakeable? Schedule a consultation with a First Service Wealth Management financial advisor, in partnership with CUSO Financial Services, Inc.1 Call, email, or fill out the form below.

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713-676-4356
WealthManagement@FSCU.com

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[1]

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CUSO Financial")(“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through CUSO Financial: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CUSO Financial. The Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is not a Registered Investment Advisor or broker-dealer. Investment products, services and advice are only provided through CUSO Financial, a subsidiary of Atria.