CFS Advisors are Available to Help
CFS financial advisors help with 401k plans.
Financial Advisors Help with 401k Plans
The team of financial advisors available through CUSO Financial Services, L.P. at Blue are available to help employees with their 401(k) plan situations.
When you are facing circumstances due to a company restructure, we're here for you. Changing employment situations can be stressful. We can discuss your 401(k) plans in greater detail and do a comprehensive financial analysis that considers many potential obstacles you could face.
Many people are unaware of possible tax implications if their 401(k) plan is not managed or transferred correctly. The IRS could impose tax penalties in some cases**. Our Licensed CFS* Financial Advisors are experienced and have resources that can help you evaluate the different options you may have when making such an important decision.
Let's create a plan that will help add some confidence to very uncertain times.
Donna CreightonCFS Investment Advisor
Donna Creighton is a registered Financial Advisor through CUSO Financial Services, L.P., at Blue Federal Credit Union's Yellowstone branch. She has been in the financial services industry since 1980. She is a Series 7, General Securities Registered Representative, holds a Series 63 as well as a Series 66, and holds a Wyoming and Colorado Life Insurance License. Donna is licensed in 44 states including Wyoming and Colorado. She specializes in financial, retirement, and estate planning, a complete range of brokerage services, annuities and life insurance, and college savings accounts.
Daniel HancockCFS Investment Advisor
Daniel Hancock is a registered Financial Advisor through CUSO Financial Services, L.P., at Blue Federal Credit Union's 7th Avenue branch. Daniel Hancock has been Series 7 securities licensed since 2012, and has worked in different roles since then. Most recently he spent over 4 years as an investment specialist for a bank trust department in Cheyenne. Daniel has helped serve as a corporate trustee for many complex retirement cases, and has worked with many individuals through the years. Daniel is a graduate of the College for Financial Planning’s Accredited Asset Management Specialist course (AAMS®). This industry specific designation included a broad range of topics including investments, insurance, taxation, retirement and estate planning issues. This designation requires continuing education, and a code of ethics. Daniel lives in Cheyenne with his wife and 2 dogs, Fred and Cooper. When he’s not home with the family, Daniel takes full advantage of all Wyoming has to offer with the excellent fishing and hunting. He specializes in comprehensive financial planning, including life insurance retirement, estate, and college savings.
Dave PringleCFS Financial Advisor
Dave Pringle is a registered Financial Advisor through CUSO Financial Services, L.P., at Blue Federal Credit Union's Boulder branch. Dave Pringle has been a Financial Advisor since 2003. Throughout his career, Dave has helped numerous individuals, families and business owners achieve financial strength and security. Dave’s track record includes working at large and medium size banks, large corporations, and as a business owner. His planning focus helps people work towards their vision using strategies that involve financial plans, investments and insurance. Dave grew up in the Denver area, has a son and two grandchildren. When he’s not helping people achieve their financial goals, he enjoys travel, the outdoors, cooking and fitness. He specializes in comprehensive financial planning retirement, business planning, college savings, extensive menu of investment and insurance services, and estate planning guidance.
* 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. Investments at Blue has contracted with CFS to make non-deposit investment products and services available to credit union members.
$200k became $500k with Your Help
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