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Retirement Planning

Build Your Tomorrow with First Service

The path to a stable retirement requires careful planning and strategic decision-making. With our team at First Service Wealth Management, available through CUSO Financial Services, Inc.,1 we're poised to guide you through every step, ensuring your choices align with your goals.
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Already have a Wealth Management account?

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Starting Your Retirement Journey?

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

Individual Retirement Accounts (IRAs)

Begin with an Individual Retirement Account (IRA) to leverage tax advantages. Our team will assist you in selecting the right funds for both Roth and Traditional IRAs, ensuring your savings are in tune with your vision.

Annuities

Switching roles or jobs? Protect your retirement savings. Our experts will outline your options, including the possibility of rolling assets into an IRA, preserving its growth potential.

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.

Get In Touch

Ready to explore or refine your retirement plans? Schedule a consultation with our First Service Wealth Management financial advisor, in partnership with CUSO Financial Services, Inc.1 Connect with us by phone, email, or complete the inquiry form below.

Check the background of this firm on FINRA's BrokerCheck.

713-676-4356
[email protected]

Wealth Management Inquiry Form

[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.