Plan for your future, now.
Life is filled with tough decisions regarding your financial future, especially when important events happen. When those big moments occur, it's a good idea to have a plan in place so you can navigate through the surprises, curveballs, and joy-filled moments.
Your personal goals and dreams mean everything to us - that's why we've contracted with CUSO Financial Services, L.P. (CFS)* to offer you the experience and resources you need, combined with strategies and solutions that fit your goals.
Why Choose Investment Services at GECU?
- Committed to your best interests. We adhere to high standards of ethics, security, and transparency.
- Tailored to your needs. We take the time to learn what you need and work with you to craft flexible solutions, instead of fitting you into a one-size-fits-all solution.
- Seamless delivery. Our knowledge, experience, and technology help us consistently deliver with plans developed to help meet your individual goals.
- Proactive support. We work to help you move forward, offering new ideas and potential opportunities along the way.
- View your accounts any time. Wherever you are, you'll have convenient access to view your investment accounts within Online Banking and our mobile app. You'll see an overview of all your accounts, view history, and have access to statement and documents within the site.
- Use GECU's Money Management tool for a comprehensive view of your financial picture (investments, regular GECU accounts, and other financial institution accounts). You'll be able to view your finances, set goals, follow a budget, determine your net worth, and more.
Developing a Complimentary Plan
The CFS* Financial Advisors will use industry-leading software** to provide you with an extensive, complimentary financial plan based on your wants, wishes, and needs. This software runs thousands of trials and helps you feel confident you'll have enough money to fund your future. A financial plan is ever-changing, so you can always make adjustments to ensure your personal and financial goals are aligned.
Areas of Specialty include:
Our CFS Registered Representatives are eager to assist you with any investment needs or questions.
CFS* Registered Representative
OH Ins. License #592161
o: 513.243.4328 x173
As a CFS* Registered Representative, Todd assists members with asset management, college and retirement planning, estate planning strategies, and wealth preservation. He specializes in the design and implementation of strategies for personal wealth management. He is a graduate of Miami University and received the Gold Pacesetter Award from 2012-2016, which recognizes the top revenue-producing CFS* registered representatives. Todd has been in the Investment Business for over 18 years with 10 years as an Investment Wholesaler and 8 years as a Registered Representative. Todd has a Series 7, 63, and 65 licenses and is licensed to sell securities in the following states: AZ, CA, FL, GA, IL, KY, MD, MI, MN, MS, MO, NC, NY, OH, SC, and VA.
Todd's main office is located at our Reading Road branch; he is available to meet with members at any location.
CFS* Registered Representative
OH Ins. License #1005593
o: 513.243.4328 x305
For many people, the number one concern they have when it comes to retirement is running out of money. Erik will work with you to create a comprehensive financial plan to preserve your wealth, navigate common pitfalls, and help ensure your success in retirement. With over 22 years of industry experience, he looks forward to developing an individualized plan to meet your retirement goals. Erik graduated from Ohio University with a bachelor's degree in finance. He currently has Series 7, 63, and 65 licenses. Erik is licensed to sell securities in the following states: FL, IL, IN, KY, and OH. He is licensed for Insurance in the states of OH, KY, and IN.
Erik's main offices are located at our Mason and Loveland branches; he is available to meet with members at any location.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a Registered Broker-dealer (Member FINRA/SIPC) and SEC-registered Investment Advisor. Products offered through CFS: 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 CFS. General Electric Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. **IMPORTANT: The projections or other information generated by MoneyGuidePro® regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. The return assumptions in MoneyGuidePro® are not reflective of any specific product, and do not include any fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used in MoneyGuidePro®. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment.
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